Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
3555 Timmons Lane, Suite 915, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutions One Latinamerica, Llc | Pembroke Pines | FL | 04/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingwood | TX | 07/2017 | 03/2019 |
| Bank Of America, N.A. | Kingwood | TX | 05/2018 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 05/2019 | 10/2023 |
| Strategic Wealthpartners Ltd | Independence | OH | 01/2024 | 05/2024 |
| Sequoia Financial Group, Llc | Akron | OH | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
Reach out to this advisor