Best Investors
Account
Sign in
Best Investors
Account
Sign in
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-12 |
| PA | RA | APPROVED | 2011-09-06 |
| OH | RA | APPROVED | 2011-06-17 |
| IL | RA | APPROVED | 2011-06-16 |
Branch Locations
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
6060 Parkland Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-02-12 |
Branch Locations
6060 Parkland Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Advisors | Beachwood | OH | 05/2001 | Present |
| Inverness Investment Group Llc | Beachwood | OH | 06/2011 | Present |
| Inverness Securities, Llc | Beachwood | OH | 07/2014 | Present |
| Ancora Retirement Plan Advisors | Cleveland | OH | 02/2018 | Present |
1.) CONCEPTS 4 LIFE INSURANCE AGENCY INC.; INSURANCE; START DATE: 5/2/2006 2.) Golden Flash Rentals 2, LLC; not investment related; 3732 Fishcreek Rd #226 Stow, Oh O hours spent during market hours, Investor, 1/8/2024, real estate rentals 3.) CHARLES & TERESA BARTELS; IRR TRUST; TRUSTEE TRUSTEE OR OTHER FIDUCIARY POSITION; START DATE:4/14/2008 4.) CHARLES AND TERESA BARTELS ILIT; TRUSTEE; TRUSTEE OR OTHER FIDUCIARY POSITION; START DATE: 1/1/1900 5.) Gold Zone Real Estate Fund; Board member; investment related; start date: 07/01/2023 0-5 hours/month during or outside of trading; standard board duties 6.) Author; not investment related; home based; start date 01/2026; 0-5 hours/month during or outside of trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
Reach out to this advisor