Best Investors
Account
Sign in
Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-04 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
36 South Franklin Street, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longbow Research Llc | Independence | OH | 05/2009 | 09/2019 |
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood | OH | 09/2019 | Present |
1. Legal Services-Strategic Planner-250 East 200 st #330, Salt Lake City, Utah 84111; Less than 3 hours/month, less than 1 hour/day during securities trading hours; referring clients that need sophisticated tax planning. 2. Financial Recovery Strategies (FRS). Non-Investment Related. 270 Sylvan Ave. Suite 2240Englewood Cliffs, NJ 07632.The firm is focused on assisting clients in class action settlement recoveries. Mr. Conry refers businesses Mr. Conry receives a referral fee from FRS. About less than 1hr a week of time. to FRS who will work with the referred client to obtain their financial share of a class action lawsuit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-31 |
Reach out to this advisor