Best Investors
Account
Sign in
Best Investors
Account
Sign in
441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-06 |
Branch Locations
441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennial Group | Akron | OH | 05/2016 | 03/2017 |
| Cetera Advisors Llc | Denver | CO | 06/2016 | 08/2018 |
| Passport To Retirement | Akron | OH | 02/2017 | Present |
| Presper Financial Architects, Llc | Akron | OH | 03/2017 | Present |
NAME OF OTHER BUSINESS: PASSPORT TO RETIREMENT (OFFERED BY EMERALD) INVESTMENT RELATED: NO ADDRESS: AKRON OH AREA NATURE OF BUSINESS: TEACHING RETIREMENT SEMINARS START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: PRESENTER BRIEF DESCRIPTION OF DUTIES: TEACHING RETIREMENT CLASSES NAME OF OTHER BUSINESS: LIFE INSURANCE SALES INVESTMENT RELATED: NO ADDRESS: AKRON OH AREA NATURE OF BUSINESS: LIFE INSURANCE, ANNUITY AND LONG-TERM CARE SALES START DATE: 6/2026 APX NUMBER OF HOURS PER MONTH: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, ANNUITY AND LONG-TERM CARE SALES RECOMMENDED AS PART OF OVERALL FINANCIAL PLANNING PROCESS FOR AN RIA CLIENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-23 |
Reach out to this advisor