Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
Greenwood, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities Llc | Ann Arbor | MI | 11/2015 | 12/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2023 | Present |
| Heartland Wealth Group | Greenwood | IN | 01/2023 | Present |
| Marvin Boxdorfer (Self Employed) | Greenwood | IN | 01/1982 | Present |
| Investor Five | Marysville | OH | 01/1998 | Present |
| Four Willows Farm | Greenwood | IN | 08/2002 | Present |
1) Heartland Wealth Group-1213 N. Franklin Rd., Greenwood, IN 46143; Investment related; investment services, securities & insurance sales & services; Financial Advisor; Start date 1/2023; 80 hrs/mnth & during trading. 2) Marvin Boxdorfer (self employed)-1213 N. Franklin Rd., Greenwood, IN 46143; Investment related; Insurance sales & services; Insurance broker (self employed); Start date 1/1982; 6 hrs/mnth & during trading. 3) Investor Five-811 Royal Oak Dr, Marysville, OH 43040; Non-investment related; Property ownership; Partner; Start date 1/1998; 0 hrs/mnth & during trading. 4) Foru Willows Farm-1213 N. Franklin Rd., Greenwood, IN 46143; Non-investment related; Horse stable; Partner; Start date 8/2002; 82 hrs/mnth; 20 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-12 |
Reach out to this advisor