Best Investors
Account
Sign in
Best Investors
Account
Sign in
550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-28 |
| OH | RA | APPROVED | 2018-08-31 |
Branch Locations
550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mansfield | OH | 06/2009 | 08/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2018 |
| Private Client Services, Llc | Westerville | OH | 08/2018 | 05/2020 |
| Wealthbridge Capital Management, Llc | Westerville | OH | 08/2018 | Present |
1) NORTHSTAR STUDIO LLC. 465 COMMERCE DRIVE, SUNBURY, OHIO 43074. ALL STAR CHEERLEADING. MEMBER OF LLC. 4 HOURS/MO; 0 DURING TRADING HOURS. 2) Robert Faulkner is also a licensed insurance professional. Less than 5% of Mr. Faulkner's time is for services as an insurance professional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-10 |
| S66 | Uniform Combined State Law Examination | 2001-10-16 |
Reach out to this advisor