Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-08-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Akron | OH | 08/2016 | Present |
1) INSURANCE SALES POSITION: Sales Rep NATURE: Sell Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 567 E. Turkeyfoot Lake Rd, Akron OH 44319, United States DESCRIPTION: Sell Life Insurance 2) ACM FINANCIAL POSITION: Insurance Sales NATURE: Insurance - have not done any this year but have worked with Business Underwriters and Insurance Agency Marketing. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/31/1995; ADDRESS: 567 E. Turkeyfootlake Rd., Akron OH 44319, United States; DESCRIPTION: Get quotes and present presentation. 3) RENTAL PROPERTY POSITION: owner of property NATURE: Rental property - own INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2001 ADDRESS: 324 Bowmanville, Akron OH 44309, United States DESCRIPTION: Collect rent andmanage property. Wife handles and I own jointly.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-06 |
Reach out to this advisor