Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-27 |
| IN | RA | APPROVED | 2024-10-11 |
Branch Locations
11595 N Meridian St Ste 300, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meijer | Terre Haute | IN | 03/2022 | 05/2024 |
| Kroger | Bloomington | IN | 10/2019 | 04/2021 |
| Doordash | Bloomington | IN | 04/2021 | 03/2022 |
| Prosperity Advisors | Carmel | IN | 05/2024 | Present |
| School | Ellettsville | IN | 05/2014 | 10/2019 |
| Cetera Advisors Llc | St Cloud | MN | 05/2024 | Present |
| Forvis | Indianapolis | IN | 06/2023 | 08/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1.NAME OF OTHER BUSINESS: PROSPERITY ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
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