Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-05-06 |
Branch Locations
2325 Green Valley Rd Suite 106, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Sellersburg | IN | 01/2018 | 06/2023 |
| Financial Wealth Management Llc | Sellersburg | IN | 01/2018 | 06/2023 |
| Big 4 Burgers & Beer | Jeffersonville | IN | 09/2017 | 12/2017 |
| Applebees | Crawfordsville | IN | 09/2015 | 05/2017 |
| Kia Of Clarksville | Clarksville | IN | 05/2017 | 09/2017 |
| Geneos Wealth Management Inc | Sellersburg | IN | 06/2023 | Present |
| Wright Wealth Management | Sellersburg | IN | 06/2023 | Present |
1) DBA: will work under WRIGHT WEALTH MANAGEMENT non-investment related business located at branch location 160 hours monthly 2) NOTARY PUBLIC 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES done at branch location 0-5 hours monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-02 |
Reach out to this advisor