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Advisor at BEST CASE FINANCIAL
GREENCASTLE, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEST CASE FINANCIAL | State registered | Feb 10, 2025 | n/a | yes | GREENCASTLE, IN | Current employment |
| DELTA WEALTH ADVISORS LLC | Independent wealth | Jun 4, 2021 | Jan 16, 2024 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DELTA WEALTH ADVISORS LLC | BEST CASE FINANCIAL | Jan 16, 2024 | Feb 10, 2025 | 391 | Firm change | RIA to state RIA |