Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-02 |
Branch Locations
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applied Financial Concepts | Richfield | OH | 08/2008 | 01/2019 |
| Applied Financial Concepts | Richfield | OH | 01/2019 | 08/2021 |
| Applied Financial Concepts | Richfield | OH | 09/2021 | 10/2022 |
| Strategic Wealth Partners, Ltd | Independence | OH | 11/2022 | 11/2023 |
| Valmark Securities, Inc. | Akron | OH | 11/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 11/2023 | Present |
1) Applied Financial Concepts, Inc.; 4603 W. Streetsboro Road, Richfield, OH 44286; Financial Planning/Wealth Management; Director of Planning; Admin/Backoffice support for producing representatives; YES Investment Related; Start Date 11/06/2023; Approximately 40+ hrs. per month; W-2 compensation.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-30 |
Reach out to this advisor