Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
| NY | RA | APPROVED | 2023-12-12 |
| LA | RA | APPROVED | 2016-05-16 |
| OH | RA | APPROVED | 2016-05-16 |
| TX | RA | APPROVED | 2016-05-16 |
Branch Locations
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
181 Franklin St., #302, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners | Buffalo | CA | 05/2016 | Present |
1) Terrence McKelvey - not investment related - North Hollywood CA - Acting - Owner/Sole Proprietor. Start Date 1/1/2023. 20 hours per month/0 during securities trading hours. Acting on camera. 2) Terrence Mckelvey - Investment Related - 12300 Sherman Way Apt B260 North Hollywood, CA 91605 - Nature: Consulting - Position: Owner - Start Date: 01/01/2020 - Number of hours devoted/during trading hours: 1 - Description: Asked of my opinion on financial software, industry culture, and opinion on client interaction techniques.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-26 |
Reach out to this advisor