Best Investors
Account
Sign in
Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-10-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
369 Main Street, Norway, ME 04268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Oxford | ME | 11/2014 | 06/2020 |
| Td Private Client Wealth Llc | Oxford | ME | 06/2020 | 07/2023 |
| Td Bank N.A. | Oxford | ME | 06/2020 | 07/2023 |
| Key Investment Services Llc | Brooklyn | OH | 07/2023 | Present |
Rental Unit; not investment-related; 36 Clover Lane, South Paris, ME 04281; Owner; start date July 2017; 0 hours per month; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-20 |
Reach out to this advisor