Best Investors
Account
Sign in
Best Investors
Account
Sign in
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-20 |
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 |
|---|---|---|---|---|
| Self Employed | Dublin | OH | 01/1993 | Present |
| Securities America, Inc. | Fawnbrook | OH | 12/2015 | 10/2016 |
| Trendency Capital Management | Dublin | OH | 12/2015 | 01/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 01/2017 | Present |
| Tcp Asset Management, Llc | Dublin | OH | 12/2016 | Present |
| Trendency Capital Partners | Dublin | OH | 12/2015 | 01/2017 |
| Slane Financial Group | Dublin | OH | 05/2003 | Present |
| Mary Slane | Dublin | OH | 11/1999 | Present |
1.) MARY SLANE - LICENSED AGENT - NON-VARIABLE INSURANCE - DUBLIN, OH - SINCE 11/1999 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT, LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - DUBLIN, OH - SINCE 12/2016 - INVESTMENT RELATED 3.) SLANE FINANCIAL GROUP - WEALTH MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - DUBLIN, OH - SINCE 05/2003 - INVESTMENT RELATED 4.) TCP ASSET MANAGEMENT, LLC - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 01/2017 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-09 |
Reach out to this advisor