Best Investors
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Account
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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-20 |
Branch Locations
1589 Burton Ln, Martinsville, IN 46151 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ray Wealth Management | Martinsville | IN | 09/2023 | Present |
| Boys & Girls Club | Muncie | IN | 12/2022 | 07/2023 |
| Ball State University | Muncie | IN | 08/2019 | 05/2023 |
| Indiana Hardwood Mills | Martinsville | IN | 04/2022 | 08/2022 |
| Bouncyland | Muncie | IN | 01/2022 | 03/2022 |
| Amazing Joe's | Muncie | IN | 10/2021 | 12/2021 |
| Kroger | Martinsville | IN | 06/2021 | 08/2021 |
| Culver's | Muncie | IN | 10/2020 | 11/2020 |
| Kroger | Martinsville | IN | 03/2020 | 08/2020 |
| Dairy Queen | Martinsville | IN | 03/2017 | 06/2017 |
| Martinsville High School | Martinsville | IN | 08/2015 | 05/2019 |
1. Ray Wealth Management; investment related; 1589 Burton Ln, Martinsville, IN 46151; wealth management; Registered Assistant; 9/18/2023; 160 hours per month, 140 hours during security trading hours; assist financial advisor in supporting clients 2. Financial Coaching; not investment related; 2168 E Canterbury Ct, Martinsville, IN 46151; Financial Coaching; Owner/Member; 7/15/2024; 10 hours/month; 0 hours/month; meeting with clients to review their spending and budgeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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