Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Wayne | IN | 12/2016 | 12/2018 |
| Wells Fargo Clearing Services Llc | Fort Wayne | IN | 01/2018 | 11/2018 |
| Peter Franklin Jewelers | Fort Wayne | IN | 08/2015 | 11/2016 |
| Flagstar Bank | Fort Wayne | IN | 12/2018 | 08/2022 |
| Infinex Investments, Inc. | Fort Wayne | IN | 01/2019 | 08/2022 |
| Old National Bank | Fort Wayne | IN | 08/2022 | 05/2025 |
| Lpl Financial | Fort Wayne | IN | 11/2022 | 05/2025 |
| Lake City Bank | Fort Wayne | IN | 06/2025 | Present |
| Cetera Investment Services Llc | Fort Wayne | IN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Fort Wayne | IN | 04/2026 | Present |
BOARD TREASUER FOR IRIS FAMILY SUPPORT CENTER, DOES NOT HAVE ACCESS TO BANK ACCOUNTS NOR CHECK WRITING ABILITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
Reach out to this advisor