Best Investors
Account
Sign in
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-09 |
| IN | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
101 E. 90Th Drive Suite A, Merrillville, IN 46410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue University | West Lafayette | IN | 08/2017 | 05/2019 |
| Ivy Tech Community College | Lafayette | IN | 08/2014 | 05/2017 |
| The Pint | West Lafayette | IN | 12/2018 | 05/2019 |
| Dogs N' Suds | West Lafayette | IN | 07/2012 | 05/2019 |
| Victoria Secret | Lafayette | IN | 10/2015 | 05/2019 |
| Purdue Federal Credit Union | West Lafayette | IN | 05/2017 | 05/2019 |
| Strategiq Financial Group, Llc | Merillville | IN | 05/2019 | 03/2024 |
| Waverly Advisors, Llc | Merrillville | IN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-07 |
Reach out to this advisor