Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-05-21 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 01/2020 | 04/2020 |
| American Funds | Carmel | IN | 08/2017 | 01/2020 |
| Cfd Investment | Kokomo | IN | 01/2014 | 07/2017 |
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 04/2022 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 04/2022 | 01/2025 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 01/2025 | 10/2025 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
Reach out to this advisor