Best Investors
Account
Sign in
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-13 |
Branch Locations
11550 N Meridian St Suite 235, Carmel, IN 46032 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armed Forces | Fort Wayne | IN | 05/2019 | Present |
| Home City Ice | Galesburg | MI | 05/2019 | 07/2021 |
| Mcdonalds | Battle Creek | MI | 11/2017 | 11/2019 |
| Student | Battle Creek | MI | 08/2011 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Carmel | IN | 08/2022 | 08/2023 |
| Guardian Life Insurance | Mt Pleasant | SC | 10/2023 | 02/2025 |
| Park Avenue Securities | Mt Pleasant | SC | 10/2023 | 02/2025 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 02/2025 | Present |
| Alison Wealth Management (D.b.a. For Advisory Business) | Mount Pleasant | SC | 02/2025 | 10/2025 |
| Invite Wealth Management (D.b.a. For Advisory Business) | Carmel | IN | 10/2025 | Present |
(1) Fixed Insurance: Carson Rogers is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Carson Rogers spends approx. 10 hrs/week during trading hours on this activity. (2) Carson Rogers is an Officer of the United States Army Reserves. Mr. Rogers spends approximately sixteen hours per month on this activity during non-trading hours. This is not an investment-related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
Reach out to this advisor