Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victoria's Secret Lbrands | Maumee | OH | 07/2018 | Present |
| Children's Discovery Center | Perrysburg | OH | 10/2017 | 08/2018 |
| Napoleon Harley-Davidson | Napoleon | OH | 12/2018 | 03/2019 |
| Pike Delta York High School | Delta | OH | 08/2014 | 05/2017 |
| Private Household | Delta | OH | 03/2016 | 01/2018 |
| Royal Alliance Associates, Inc. | Maumee | OH | 08/2021 | Present |
1. SAVAGE AND ASSOCIATES, INC POSITION: Insurance/Annuity Sales NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/07/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: insurance agent:submit policy apps, insurance needs analysis, deliver policies for life, health, dental, disability, long-term care and fixed annuities 2. SAVAGE AND ASSOCIATES, INC. POSITION: Financial Professional NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/22/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: provide financial and investment advice to clients, effect securities transactions, general account administration and maintenance 3. UNITED WAY OF GREATER TOLEDO WOMEN'S INITIATIVE POSITION: Women's Initiative Spring Event Co-Chair NATURE: 501c3 nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2023 ADDRESS: 1001 Madison Ave, Suite 100, Toledo OH 43604, United States DESCRIPTION: Help plan Spring Event (plan program, solicit speakers, invite attendees), participate in monthly networking events 4. LAUREN HEHL-MYERS, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/07/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling life & health insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
Reach out to this advisor