Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| OH | RA | APPROVED | 2024-04-17 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
103 Reservoir Road, Upper Sandusky, OH 43351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 04/2024 |
| Kestra Investment Services, Llc | Upper Sandusky | OH | 04/2024 | Present |
| Kestra Private Wealth Services, Llc | Upper Sandusky | OH | 04/2024 | Present |
Name: ARC PRIVATE WEALTH POS: Wealth Manager NOB: Insurance INV REL: Yes NUMBER OF HOURS: 385 SECURITIES TRADING HOURS: 130 START DATE: 04/17/2024 ADDRESS: 1878 E Wyandot Ave Suite C, Upper Sandusky OH 43351 DESC: Financial Advisor Name: MARION FOUNDATION BOARD POS: Treasurer NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2024 ADDRESS: 1467 Mt. Vernon Avenue, Marion OH 43302 DESC: I would be receiving information at the meetings that I would then read to the other members. No money will be handled by myself. Name: MARION TECHNICAL COLLEGE FOUNDATION BOARD POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 103 Reservoir Road, Upper Sandusky OH 43351, United States DESCRIPTION: Sit at meetings and introduce members, announce the agenda. Name: INSPIRED PRIVATE WEALTHPOSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2026 ADDRESS: 103 Reservoir road, Upper Sandusky OH 43351, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
Reach out to this advisor