Best Investors
Account
Sign in
Best Investors
Account
Sign in
5850 Venture Drive Suite A, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-15 |
| OH | RA | APPROVED | 2009-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Financial | Dublin | OH | 06/2006 | Present |
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC, REGISTERED INVESTMENT ADVISOR, EMPLOYEE, START DATE 6/1/2006, SEC REGISTERED INVESTMENT ADVISORS, SERVICING CLIENT'S INVESTMENT ACCOUNTS ON A FEE BASIS, 5850 VENTURE DRIVE STE. A, DUBLIN, OH 43017. TIME DEVOTED 90%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-07 |
Reach out to this advisor