Best Investors
Account
Sign in
10 East Main Street Suite 110, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-04 |
| AZ | RA | APPROVED | 2015-08-07 |
| OH | RA | APPROVED | 2015-06-23 |
| GA | RA | APPROVED | 2013-08-12 |
| NE | RA | APPROVED | 2003-09-18 |
| TX | RA | APPROVED_RES | 2002-05-10 |
| IN | RA | APPROVED | 1999-01-19 |
Branch Locations
10 East Main Street Suite 110, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Goelzer Investment Management | Indianapolis | IN | 11/1997 | Present |
LIMITED PARTNER, JC EVANSVILLE, LP, INDIANAPOLIS, INDIANA, MAY 2008 TO PRESENT. THIS OUTSIDE PARTNERSHIP INTEREST TAKES UP LESS THAN 4 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS. Director - Booth Tarkenton Civic Theatre Director - Indiana Landmarks Life Trustee - Nature Conservancy
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-29 |
Reach out to this advisor