Best Investors
Account
Sign in
Best Investors
Account
Sign in
2285 Eagle Pass Suite C, Wooster, OH 44691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-03-25 |
Branch Locations
2363 Eagle Pass, Suite C, Wooster, OH 44691 • United States
2285 Eagle Pass Suite C, Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Life Insurance | Cincinnati | OH | 07/2001 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2001 | Present |
1) LIFETIME FINANCIAL ADVISORS; YES INVESTMENT RELATED; 2285 EAGLE PASS SUITE C WOOSTER OH 44691; RIA INVESTMENT ADVISORY; PRESIDENT; 07/01/05-CURRENT; 20-30 HOURS/MONTH(30 DURING SECURITIES TRADING); INVESTMENT ADVISORY, PORTFORLIO MONITORING & CLIENT, RETIREMENT PLAN DESIGN. 2) Community Crossroads; not investment related; 104 Sprite St Wooster OH 44691; real estate holding co for one eighty non-profit providing addiction svce, mental healt 3) Friends of vulture knob; not investment related; 1531 Arthur Dr. Wooster OH 44691; mountain bike trail non-profit; treasurer; 01/01/2016; treasurer pay bills, trail maintenance; 2 hours/month (1/2 hours during security hours); pay bills, manage deposits & revenues from rentals and fundraising activities and help with trail maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
Reach out to this advisor