Best Investors
Account
Sign in
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-30 |
Branch Locations
8500 Station Street Suite 235, Mentor, OH 44060 • United States
16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mentor | OH | 08/2013 | 01/2020 |
| Stratos Wealth Partners, Ltd | Mentor | OH | 07/2014 | 01/2020 |
| Green & Grey Backer'S Club | Mentor | OH | 08/2019 | 11/2022 |
| Cetera Advisors Llc | Denver | CO | 01/2020 | 04/2024 |
| Lakepointe Advisors | Mentor | OH | 06/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 04/2024 |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2020; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. LAKEPOINTE ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, 06/2014, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: NICK D'ANGELO FUND; INVESTMENT RELATED: NO; ADDRESS: 1422 EUCLID AVE, STE 1608, CLEVELAND, OH 44115; NATURE OF BUSINESS: CHARITABLE FUND; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ALONG WITH THE OTHER ADVISORS, RECOMMEND CHARITABLE GIFT AND HAVE ABILITY TO CHOOSE HOW ASSETS ARE INVESTED WITH NO DIRECT ACCESS TO ANY CASH OR DONATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-12 |
Reach out to this advisor