Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-05 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
5005 Rockside Rd Ste 210, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verdi Group | Independence | OH | 05/2011 | Present |
| Old Mentor Cigar Shop | Mentor | OH | 02/2013 | Present |
| Voya Financial Advisors, Inc. | Independence | OH | 06/2012 | Present |
NAME OF ENTITY:Old Mentor Cigar Shop; No; 8619 MENTOR AVE; MENTOR; OH; 44060; Cigar shop retail store; Sales Representative; 2/1/2013; 87; 43; Assist clients with purchases & oversee activities, bookkeeping, inventory, bill paying|NAME OF ENTITY:VERDI GROUP; Yes; 6100 Oak Tree Blvd Ste 200; INDEPENDENCE; OH; 44131; FINANCIAL SERVICES/DBA; INVESTMENT ADVISOR REPRESENTATIVE; 7/6/2017; 160; 160; SALE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS AND MARKETING.|NAME OF ENTITY: Independent Insurance Agent; Yes; 6100 OAK TREE BLVD STE 200; INDEPENDENCE; OH; 44131; Fixed Insurance Sales; Independent Insurance Agent; 12/30/2015; 10; 10; Sales of Fixed Insurance Products|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-30 |
Reach out to this advisor