Best Investors
Account
Sign in
Best Investors
Account
Sign in
1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellsworth Advisors, Llc | Hudson | OH | 05/2018 | Present |
| Kaulig Capital, Llc | Hudson | OH | 01/2018 | 12/2018 |
| Weinberg Capital Group | Cleveland | OH | 05/2010 | 01/2018 |
1.Chief Executive Officer; Hunter Scalloping Company and Kathryn Marie Scalloping Company; Investment related: No; 113 MacArthur Drive New Bedford, MA 02740; Commercial fishing business co-owned with brother-in-law. The CEO manages the finances and accounting; 2010-01-01; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50. 2. Ligia Pereira Scalloping Company; investment related: No; Location of the business: 113 MacArthur Drive New Bedford, MA 02740; Description of the business: Scallop collecting business; Position Title: Chief Executive Officer; Responsibilities Duties: makes all the key decisions regarding the company, which includes all sectors and fields of the business, including operations, marketing, business development, finance, human resources, etc.; Start date with business: 2020-12-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 4. 3. Buckeye Scalloping Company; investment related: No; Location of the business: 113 MacArthur Drive New Bedford, MA 02740; Description of the business: Scallop collecting business.; Position Title: Chief Executive Officer; Responsibilities Duties: makes all the key decisions regarding the company, which includes all sectors and fields of the business, including operations, marketing, business development, finance, human resources, etc.; Start date with business: 2020-12-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
Reach out to this advisor