Best Investors
Account
Sign in
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-08-12 |
Branch Locations
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Pepper Pike | OH | 07/2016 | 10/2024 |
| Jr Hill And Associates, Inc | Pepper Pike | OH | 07/2016 | 03/2021 |
| Peak Wealth Solutions | Pepper Pike | OH | 03/2021 | Present |
| Osaic Wealth, Inc. | Pepper Pike | OH | 10/2024 | Present |
1. Other Business Name: Osaic Wealth, Inc.; Investment Related? Yes; Address of Other Business: 30195 Chagrin Blvd, Ste 360, Pepper Pike, Ohio 44124; Nature of Other Business: Broker-Dealer; Position/Title/Relationship with Other Business: Registered Representative; Start Date: 10/2024; Hours Per Month: 16; Market Hours Per Month: 16; Duties Related to Other Business: 2. (GREGORY GROMEK) FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2016 ADDRESS: 30195 Chagrin Blvd, Suite 360, Pepper Pike OH 44124-5719, United States DESCRIPTION: Sales and service of fixed insurance and annuities. 3. PEAK WEALTH SOLUTIONS POSITION: Owner/Principal NATURE: 50/50 Owner of this Independent Registered Investment Advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 11/07/2013 ADDRESS: 30195 Chagrin Blvd, Suite 360, Suite 360 OH 44124, United States DESCRIPTION: Provide comprehensive Fiduciary financial planning advice to clients based on their individual goals. Also perform activities to support the overall Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
Reach out to this advisor