Best Investors
Account
Sign in
Best Investors
Account
Sign in
137 College St, Wadsworth, OH 44281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Akron | OH | 06/2015 | Present |
| Prelude Financial, Llc | Doylestown | OH | 11/2015 | Present |
The name of the business is Allegro Tax Solutions, LLC. The nature of the business is non-investment related and is located at 147 college st, wadsworth ohio, 44281. The nature of this business is to provide tax preparation services to individuals filing their annual tax return. My title is Owner/Tax Advisor. The start date of this business is February 13th 2017. The number of hours dedicated to this business is approximately 4 hours per week or 16 hours per month, allocated outside of securities trading hours. My duties with this business are strictly to prepare individuals tax returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
Reach out to this advisor