Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
422 W Market St, Sandusky, OH 44870 • United States
257 Benedict Ave Bldg. D., Norwalk, OH 44857 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Sandusky | OH | 01/2021 | 09/2025 |
| Avantax Advisory Services | Sandusky | OH | 01/2021 | 09/2025 |
| Psav | Lake Buena Vista | FL | 01/2012 | 12/2020 |
| Pn Financial | Sandusky | OH | 12/2020 | Present |
| Pn Financial | Sandusky | OH | 12/2020 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Sandusky | OH | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Norwalk | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PN FINANCIAL; POSITION: Employee NATURE: This business provides business/individual/family accounting services, including book keeping, payroll, and taxes. They also provide Wealth Management services to help their clients plan for their future. Wealth Management Services will be conducted through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/14/2020 ADDRESS: 422 W Market St, Sandusky OH 44870, United States DESCRIPTION: I will be responsible for working with the established team here and assisting clients with questions on their future financial goals and/or concerns. At this time I am training with the current Wealth Management Advisor in order to get licensed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-21 |
Reach out to this advisor