Best Investors
Account
Sign in
Best Investors
Account
Sign in
6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-28 |
| OK | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED_RES | 2023-09-05 |
| VA | RA | APPROVED | 2023-05-11 |
| WA | RA | APPROVED | 2021-12-07 |
| WI | RA | APPROVED | 2021-04-19 |
| IL | RA | APPROVED | 2020-01-02 |
| FL | RA | APPROVED | 2018-02-02 |
| NC | RA | APPROVED | 2018-02-02 |
| IN | RA | APPROVED | 2018-02-01 |
| KY | RA | APPROVED | 2018-02-01 |
| OH | RA | APPROVED | 2018-02-01 |
| UT | RA | APPROVED | 2018-02-01 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
515 Moore Rd, #2, Avon Lake, OH 44012 • United States
Largo, FL • United States
801 West Bay Dr Ste 208, Largo, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The 611 Group Wealth Advisors | Avon Lake | OH | 12/2011 | Present |
| C2P Capital Advisory Group Dba Prosperity Capital Advisors | Westlake | OH | 10/2012 | 02/2018 |
| Usa Financial Securities | Ada | MI | 02/2018 | Present |
1) THE 611 GROUP WEALTH ADVISORS, INC - 515 MOORE RD #2, AVON LAKE RD, OH 44012. START DATE 01/01/2011. OWNER. FIXED, ANNUITY, EIA AND LIFE INSURANCE SALES. INVESTMENT RELATED. 12 HOURS PER MONTH DEVOTED TO BUSINESS. 12 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) THE 611 GROUP WEALTH ADVISORS - 515 MOORE RD #2, AVON LAKE RD, OH 44012. START DATE 01/01/2020. OWNER. TAX PLANNING/PREPARATION/CPA. COLLECTING TAX DOCUMENTS FROM CLIENTS, PROVIDING THEM TO OUR CPA TO COMPLETE RETURNS, COLLECTING FEES FOR TAX PREPARATION SERVICES AND DELIVERING PREPARED RETURNS BACK TO CLIENTS AND DOCUMENTS. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS DEVOTED DURING SECURITIES TRADING HOURS. 3) THE 611 GROUP WEALTH ADVISORS - WEALTH.COM - 515 MOORE RD #2, AVON LAKE RD, OH 44012. START DATE 01/01/2025. OWNER. ESTATE PLANNING SOFTWARE, CLIENT ACCESS. FACILITATE USAGE OF ESTATE PLANNING SOFTWARE. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
Reach out to this advisor