Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cf Professional, Inc | Tiffin | OH | 10/1989 | Present |
| American Portfolios Financial Services Inc | Tiffin | OH | 05/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PARTNER - BEKS, LTD. LLC WHO OWNS REAL ESTATE. 2. CF PROFESSIONAL INC POSITION: President NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 10/01/1989 ADDRESS: 132 N St Rt 101, Tiffin OH 44883, United States DESCRIPTION: Tax Prep and accounting 3. BEKS, LTD. LLC POSITION: PARTNER NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1999 ADDRESS: 132 N St Rt 101, Tiffin OH 44883, United States DESCRIPTION: collect rent, make deposits, pay bills 4. SENECA RESTAURANT GROUP POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2016 ADDRESS: 4399 South OH-231, Tiffin OH 44883, United States DESCRIPTION: financial statement review
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-26 |
Reach out to this advisor