Best Investors
Account
Sign in
1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-07 |
| OH | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities | Pittsburgh | PA | 07/1998 | 08/2019 |
| Raymond James Financial Services, Inc. | Hudson | OH | 08/2019 | 05/2024 |
| Raymond James Financial Services Advisors Inc. | Hudson | OH | 08/2019 | 05/2024 |
| Wentz Financial Group | Hudson | OH | 12/2020 | 05/2024 |
| Wentz Financial Group | Hudson | OH | 12/2020 | 05/2024 |
| Ellsworth Advisors, Llc | Hudson | OH | 05/2024 | Present |
(1)Name of Business: TC Open Charitable Foundation Website: tcopen.org Activity Type: Charitable Organization Position/Title: Founder/Chairman Other Investment Related: No Start Date: 05/1996 Hours per month devoted to this business: 1+ Hours per month devoted to this business during trading hours: 1+ Description of duties: raises funds and makes donations to existing charities that support children. (2) Name of Business: Overlook Capital Partner, LLC; Website: mainstcap.com; Activity Type: Equity investments in premier growth-oriented private companies in a select group of industries at the lower end of the middle market; Position/Title: Limited Partner; Investment Related: No; Start Date: 05/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
Reach out to this advisor