Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
2525 Market Ave, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Cleveland | OH | 05/2008 | 02/2021 |
| Mml Investor Services, Llc | Cleveland | OH | 06/2008 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Cleveland | OH | 02/2021 | 06/2024 |
| Raymond James Financial Services, Inc. | Cleveland | OH | 02/2021 | 09/2025 |
| Boston Harbor Wealth Advisors | Cleveland | OH | 02/2021 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| Integrated Financial Concepts | Cleveland | OH | 05/2008 | 02/2021 |
| One Seven D/B/A Onpoint Wealth Partners | Cleveland | OH | 09/2025 | Present |
| World Investments Advisors, Formerly Pensionmark Financial Group | Santa Barbara | CA | 02/2021 | Present |
| Mml Investor Services, Llc | Cleveland | OH | 06/2008 | 02/2021 |
| Onpoint Wealth Partners, Llc | Cleveland | OH | 02/2021 | Present |
1. Non-Variable Insurance (OnPoint Wealth Partners); Investment Related; 2525 Market Ave, Cleveland, OH 44113 ; Non-Variable Insurance and Annuities; Insurance Agent; 6/1/2001; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuities. We work with our personal clients throughout the financial planning process and offer protection benefits where appropriate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-26 |
Reach out to this advisor