Best Investors
Account
Sign in
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-26 |
| OH | RA | APPROVED | 2019-11-01 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Springfield | MA | 11/1998 | 10/2019 |
| Massachusetts Mutual Life Insurance Company | Dublin | OH | 07/2016 | 10/2019 |
| Mml Investors Services, Llc | Dublin | OH | 03/2017 | 10/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2019 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 10/2019 | Present |
| Derek Kesig | Columbus | OH | 07/2018 | Present |
| Tcp Asset Managment | Columbus | OH | 07/2018 | Present |
| Delaware Township | Delaware | OH | 01/2024 | Present |
1.) DEREK KESIG - DIRECTOR OF WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - COLUMBUS, OH - SINCE 07/2018 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 07/2018 - INVESTMENT RELAED 3.) WJR46 LLC - OWNER - VACATION PROPERTY - WAVERLY, OH - SINCE 05/2018 - NOT INVESTMENT RELATED 4.) TCP ASSET MANAGMENT - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 07/2018 - INVESTMENT RELATED 5.) DELAWARE TOWNSHIP - ZONING BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - DELAWARE, OH - SINCE 01/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-22 |
Reach out to this advisor