Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
1052 Pray Blvd, Waterville, OH 43566 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2011 | 06/2024 |
| Kestra Private Wealth Services, Llc | Waterville | OH | 06/2024 | Present |
| Kestra Investment Services, Llc | Waterville | OH | 06/2024 | Present |
Business Name: 1052 PRAY BLVD POSITION: Member/owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/24/2024 ADDRESS: 1052 Pray Blvd, Waterville OH 43566 DESCRIPTION: Collect rent and maintain property as landlord. Business Name: 1052 PRAY BLVD LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: 1052 Pray Blvd, Waterville OH 43566 DESCRIPTION: Manage maintenance on building, collect rent from tenant. Business Name: ARC PRIVATE WEALTH POSITION: Managing Partner/ Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/24/2024 ADDRESS: 1052 Pray Blvd, Waterville OH 43566 DESCRIPTION: Managing client portfolios and creating financial plans Business Name: ARC PARTNERS POSITION: Owner NATURE: Facilitate buy sell agreement INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 1052 Pray Blvd, Waterville OH 43566 DESCRIPTION: Manage Expenses Business Name: LUBLIN FINANCIAL LLC POSITION: Owner NATURE: Pass through INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 11001 Preserve Blvd, Whitehouse OH 43571 DESCRIPTION: Operating daily activities of running the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-07 |
Reach out to this advisor