Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-01 |
| OH | RA | APPROVED | 2024-04-01 |
Branch Locations
205 W. Main Street, Morenci, MI 49256 • United States
1645 Indian Wood Circle Suite 102, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartmann-Bogan Financial Planning | Maumee | OH | 01/2023 | 06/2024 |
| Sam's Club | Ypsilanti | MI | 05/2021 | 12/2022 |
| Petersmark Financial Network | Ann Arbor | MI | 06/2021 | 12/2022 |
| Doordash | San Francisco | CA | 06/2020 | 04/2021 |
| High School And College | Ypsilanti | MI | 08/2013 | 12/2022 |
| The Dm Burr Group | Ypsilanti | MI | 01/2019 | 02/2020 |
| Jimmy Johns | Ypsilanti | MI | 05/2019 | 07/2019 |
| Jimmy Johns | Ypsilanti | MI | 06/2020 | 06/2020 |
| Sigma Financial Corporation | Maumee | OH | 01/2024 | 04/2024 |
| Sigma Planning Corporation | Maumee | OH | 01/2024 | 04/2024 |
| Osaic Wealth, Inc. | Maumee | OH | 04/2024 | Present |
| Engler, Garrow & Roth, Ltd | Maumee | OH | 06/2024 | Present |
1. DOORDASH POSITION: Delivery Driver NATURE: Corporation and independent contract work. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 303 2nd Street, Suite 800, San Francisco CA 94107, United States DESCRIPTION: Pick up and deliver food to people. 2. ENGLER, GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Financial advising/planning, investment management 3. ENGLER , GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Insurance sales including life, disability, LTC, and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
Reach out to this advisor