Best Investors
Account
Sign in
Best Investors
Account
Sign in
2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
Sunbury, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2015-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Financial Group, Llc Dba Theus Wealth Advisors | Sunbury | OH | 03/2014 | Present |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 08/2023 | 06/2024 |
| Compass Financial Management Llc | Sunbury | OH | 02/2026 | Present |
(1.) Marathon Financial Group, LLC DBA as Theus Wealth Management an investment related company as an IAR, CEO & Founder since 03/17/2014. Located at 2247 Woodruff Drive, Sunbury OH 43074 Providing comprehensive financial planning and investments. Dedicating 25 hours per month and 25 hours during securities trading hours. (2.) Compass Financial Management LLC an investment related company as an IAR; February 2026; 2247 Woodruff Drive, Sunbury OH 43074; Dedicating 25 hours per month (3.) Chartered Federal Employee Benefits Consultant (ChFEBC) a non-investment related company as an Employee Benefit Consultant since 01/2017 Located at 2247 Woodruff Drive, Sunbury OH 43074. Designing and customizing federal & military employee benefit packages to meet their clients unique needs. Dedicating 2 hours per month and 1 hour during securities trading hours per month. (4.) Licensed Insurance Agent, Life and Health; Ohio; dedicating approximately 20% of my time on insurance-related activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-03-03 |
Reach out to this advisor