Best Investors
Account
Sign in
Best Investors
Account
Sign in
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
30100 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 05/2023 |
| Daymark Wealth Partners | Pepper Pike | OH | 05/2023 | Present |
CLEVELAND SOCIETY FOR THE BLIND, INV RELATED, CLEVELAND, OH, INVESTMENT COMMITTEE CHAIR, START 6/1/2017, 2 HOURS PER MONTH, ZERO DURING TRADING. LAKE VIEW CEMETERY FOUNDATION, INVT RELATED, CLEVELAND, OH, TREASURER, START DATE 1/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELP OVERSEE FINANCIAL AFFAIRS AND INVESTMENTS OF THE FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-02-05 |
Reach out to this advisor