Best Investors
Account
Sign in
Best Investors
Account
Sign in
109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-01-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana State University | Terre Haute | IN | 08/2015 | 07/2017 |
| American United Life | Lafayette | IN | 07/2017 | 02/2019 |
| Oneamerica Securities | Lafayette | IN | 08/2017 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2018 | 02/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2018 | 02/2019 |
| Optivise Advisory Services, Llc | Dallas | TX | 05/2019 | Present |
| Schumaker Financial, Llc | Lafayette | IN | 09/2018 | Present |
1.SCHUMAKER FINANCIAL, 3229 OLYMPIA DR, LAFAYETTE, IN, 9/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 8/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-21 |
Reach out to this advisor