Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-07 |
| OH | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1536 West Church Street, Newark, OH 43055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Financial Management, Inc. | Akron | OH | 07/2010 | 09/2017 |
| Mid Atlantic Capital Corporation | Akron | OH | 07/2010 | 09/2017 |
| Ameriprise Financial Services Inc | North Canton | OH | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | North Canton | OH | 03/2020 | 08/2025 |
| Steward Partners Investment Solutions, Llc | Newark | OH | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | Newark | OH | 08/2025 | Present |
| Steward Partners Global Advisory, Llc | Newark | OH | 08/2025 | Present |
1) Real Estate Ownership; Commercial; 1536 West Church Street, B, , Newark, OH, 43055; Not Investment-Related; 10/05/2022. 2) Business Ownership; JENZ, LLC; Member; The LLC is organized to pay expenses. It does not create revenue.; 5399 Lauby Road Suite 115 North Canton, OH 44720, ,; Not Investment-Related; 06/30/2018; 0 hours per month; 0 during trading hours 3) 3J&E, LLC; Business Mgr.; LLC to own real estate; 1544 Lovingston Way, , Sunbury, OH, 43074; Not Investment-Related; 09/27/2022; 1 to 9 hours per month; 0 during trading hours. 4) Name of Business: JENZ, LLC; City/State: North Canton, OH; Activity Type: Business Ownership; Position/Title: Co-owner; Investment Related: Yes; Start Date: 07/10/2010; Hours per month devoted to this business: 4-10; Hours per month devoted to this business during trading hours: 4-10; Description of duties: Continue to wind down JENZ books. Maintain WealthSpan fintech software.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-05 |
Reach out to this advisor