Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-27 |
| IN | RA | APPROVED | 2025-07-25 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Merchants Private Wealth Advisors | Muncie | IN | 04/2022 | 06/2025 |
| First Merchants Bank | Daleville | IN | 07/2013 | 06/2025 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2014 | 06/2025 |
| Cetera Investment Advisers Llc | Muncie | IN | 10/2014 | 06/2025 |
| Ball State University | Muncie | IN | 01/2014 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 07/2025 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
Reach out to this advisor