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 | 2025-09-19 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
Carmel , IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc | Franklin | TN | 09/2023 | 05/2025 |
| St. Cloud State University | Saint Cloud | MN | 08/2018 | 06/2023 |
| Lake Area Pizza | Detroit Lakes | MN | 06/2023 | 06/2023 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 06/2025 | Present |
| St. Cloud State University | St. Cloud | MN | 08/2018 | 05/2023 |
| Sleepy Eye High School | Sleepy Eye | MN | 08/2015 | 05/2018 |
| Iyha/Indiana Elite Youth Hockey Organization | Carmel | IN | 08/2026 | Present |
IYHA/INDIANA ELITE YOUTH HOCKEY ORGANIZATION POSITION: Co-Head Coach of the Indiana Elite 14u girls AAA team NATURE: 1. Nonprofit youth sports organization (501(c)(3)) focused on ice hockey development for children and teenagers 2. Organization and administration of youth ice hockey leagues, including recreational and competitive programs (e.g., the 317 Hockey League and travel hockey) 3. Player development and instruction, including coaching, skating instruction, skills training, and hockey education programs 4. Operation of competitive travel hockey teams, including Tier II (Indy Jr Fuel) and Tier I elite programs (Indiana Elite) that compete in regional and national youth hockey competitions 5.Youth athlete training and progression, preparing players for advancement to higher levels of hockey such as high school, junior, collegiate, and national programs 6.Hosting and participation in hockey events, including practices, games, tournaments, showcases, camps, and tryouts for youth players INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 8 START DATE: 08/25/2026 ADDRESS: Carmel IN 46032, United States DESCRIPTION: Shared responsibility for planning and conducting practices, coaching games, supervising player safety, communicating with parents, and promoting skill development, sportsmanship, and enjoyment of youth ice hockey in accordance with IYHA and USA Hockey guidelines.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-09 |
Reach out to this advisor