Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
12010 Mayfield Road [Office Of Convenience], Cleveland, OH 44106 • United States
33 River Street [Satellite], Chargin Falls, OH 44022 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Pepper Pike | OH | 10/2011 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 03/2023 | Present |
RENTAL PROPERTY, INV RELATED, LYNDHURST, OH, 100% OWNERSHIP WITH SPOUSE, START 1/1/2012, 2 HOURS PER MONTH, ZERO HOURS DURING TRAIDNG. WILLOUGHBY VENTURES LLC, INV RELATED, WILLOUGHBY HILLS, OH, 90% OWNERSHIP, START 12/15/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-14 |
Reach out to this advisor