Best Investors
Account
Sign in
Best Investors
Account
Sign in
580 Lincoln Park Blvd Suite 222, Kettering, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| OH | RA | APPROVED | 2014-10-09 |
| CA | RA | APPROVED | 2014-10-08 |
Branch Locations
580 Lincoln Park Blvd Suite 222, Kettering, OH 45440 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Private Investment Group | Palm Springs | CA | 05/2002 | Present |
| Triad Advisors | Norcross | GA | 01/2012 | Present |
1. CREOSOTE PARTNERS; NOT INVESTMENT RELATED; 901 E TAHQUITZ CANYONE STE B 201 PALM SPRINGS, CA 92262; REAL ESTATE DEVELOPEMENT; OWNER/PARTNER/CFO; 1998; 10HRS/MONTH; 0HRS/TRADEDAY; COMPENSATED BY PROFIT & FEE; CFO 2. USAF ACADEMY BOARD OF VISITORS; NOT INVESTMENT RELATED; USAFA CO 80841; TRUSTEE OVER USAFA; VICE--CHAIRMAN; 12/2010; 10HRS/MONTH; 0HRS/TRADEDAY; NO COMPENSATION; TRUSTEE OVER MY ALMA MATER-USAFA, PRESIDENTIAL LEWEL APPOINTEE 3)The Private Investment Group,Inc;investment related;800 E. Franklin Street,Dayton,OH;registered investment advisor;partner;5/2005;160 hrs/month;6.5 hrs during trading;investment advisor-manage portfolios and client cash flows
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
Reach out to this advisor