Best Investors
Account
Sign in
Best Investors
Account
Sign in
470 Olde Worthington Road #200, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-19 |
| OH | RA | APPROVED | 2021-11-12 |
Branch Locations
470 Olde Worthington Road #200, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Columbus | OH | 06/2016 | 03/2019 |
| Park Avenue Securities | Columbus | OH | 05/2016 | 03/2019 |
| Eastwind Capital Wealth Management | Westerville | OH | 03/2019 | 08/2021 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 08/2021 | 01/2022 |
| Peters Management Group Llc Dba Peters Wealth Group | Westerville | OH | 08/2021 | Present |
| Peters Management Group Llc Dba Peters Wealth Group | Westerville | OH | 09/2021 | Present |
~1) Peters Wealth Group; Investment-related; Westerville, OH; Licensed Insurance Agency; Licensed Insurance Agent since 01/2016; Mr. Peters additionally offers tax preparation services through third-party tax professional for no additional charge to clients with $500,000 minimum in AUM. No referral fee is received. Approximately 60 hours/month devoted to this business with all hours/month devoted during securities trading hours. ~2) Podcast / YouTube Channel / Radio Show Host; Investment-related; Ohio; Nature/Position: Discuss various investment-related and noninvestment-related topics; Start: 01/2019; Approximately 60 hours/month devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
Reach out to this advisor