Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-21 |
| FL | RA | APPROVED | 2023-03-09 |
Branch Locations
801 N. Orange Avenue, Ste. 820, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial | Orlando | FL | 06/2020 | 02/2023 |
| Da Kine Creamery Llc | Orlando | FL | 06/2010 | Present |
| C3 Hospitality Llc | Orlando | FL | 11/2012 | 08/2019 |
| Valmark Securities, Inc. | Akron | OH | 02/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2023 | Present |
1.) DaKine Creamery, LLC; Apopka, FL; Co-Owner; ice cream shoppe; start 2011; passive investor; not investment related; profit distributions./// 2.) NQ Fiduciary Services LLC; Orlando, FL; Managing Director; start 10/2020; Advisory services to clients using life insurance as the primary product; sales, marketing, research, networking; not investment related; 100% owner; 40+ hours; commissions and fees.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
Reach out to this advisor