Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Positano Tax & Financial Services Llc | Scio | OH | 10/2008 | Present |
| Avantax Investment Services, Inc. | Scio | OH | 11/2008 | 09/2025 |
| Avantax Advisory Services | Scio | OH | 01/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Scio | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)POSITANO INSURANCE AGENCY~'NIR'~108 E MAIN ST ~~SCIO~OH~43988~OTHER~INSURANCE SALES AGENT~9/2009~80HRS~80HRS~SELLING/SERVICING PROPERTY, CASUALTY & LIFE INSURANCE~~POSITANO TAX AND FINANCIAL SER~'NIR'~108 E MAIN ST~~SCIO~OH~43988~TAX PREPARATION/ACCOUNTING~ACCOUNTANT/BOOKKEEPER~10/2008~80HRS~80HRS~ TAX PREP & PAYROLL SERVICES 2)Positano Tax and Financial Services; Accountant/Bookkeeper; Tax Preparation/Accounting; NIR; ; 10/01/2008; 108 E MAIN ST SCIO OH 43988; TAX PREP & PAYROLL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-09 |
Reach out to this advisor