Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-07 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
13710 Ben C Pratt Six Mile Cypress Parkway Suite 3, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 09/2003 | 11/2019 |
| Fifth Third Bank | Naples | FL | 11/2019 | 04/2023 |
| Fifth Third Securities | Naples | FL | 11/2019 | 04/2023 |
| M Holdings Securities, Inc. | Portland | OR | 04/2023 | Present |
| Meridian Financial Group, Llc | Fort Myers | FL | 04/2023 | Present |
| Meridian Business Consultants, Llc | Fort Myers | FL | 04/2023 | Present |
1) LeeLac, Inc; 9001 Gladiolus Preserve City Fort Myers, FL 33908; Non-profit Youth Lacrosse Organization; Not Investment Related; President Elect; Board member to decide on rules of play, locations of games, uniforms; 04/11/2023; 20 hours per month; 0 hours per month during trading hours. 2) Meridian Financial Group, LLC; 13710 Ben C Pratt / Six Mile Cypress Pkwy Suite 3 Fort Myers, FL 33912; Member Firm Affiliation; Investment Related; Director of Operations; Managing technology, providing investment and insurance products to clients; 04/18/2023; 160 hours per month; 160 hours per month during trading hours. 3) Meridian Business Consultants, LLC; 13710 Ben C Pratt / Six Mile Cypress Suite 3 Fort Myers, FL 33912; Business Consulting Services; Not Investment Related; Director of Operations; Manage office personnel, manage contracts, manage technology; 04/18/2023; 20 hours per month; 10 hours per month during trading hours. 4) Ryan Mclain; 21560 Bella Terra Blvd Esyero, FL 33928; Sole Prop; Not Investment Related; Owner; Selling and servicing fixed insurance products; 12/29/2023; 5 hours per month; 5 hours per month during trading hours. 5) Ryan McLain-Notary; 21560 Bella Terra Blvd, Estero FL 33928; Performing duties of a Notary, affirming documents and oaths; Not Investment Related; Notary; Providing Notary services to those people requesting it; 6.25.2024; 2 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-08 |
Reach out to this advisor