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 | 2024-05-29 |
Branch Locations
108 North Main Street Rear Building, Mansfield, OH 44902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Mansfield | OH | 07/2021 | 11/2021 |
| Park National Bank | Mansfield | OH | 08/2017 | 05/2021 |
| Renaissance Performing Arts Association | Mansfield | OH | 05/2015 | 07/2017 |
| Vacation | Mansfield | OH | 05/2021 | 07/2021 |
| Lincoln Financial Advisors | Mansfield | OH | 11/2021 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | Present |
| Cleveland Financial Group | Mansfield | OH | 07/2021 | Present |
1. NAME OF OTHER BUSINESS: OHIO DISTRICT KIWANIS FOUNDATION INVESTMENT RELATED: NO ADDRESS: PO BOX 668 CIRCLEVILLE OH NATURE OF BUSINESS: BOARD MEMBER START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS 2. NAME OF OTHER BUSINESS: CLEVELAND FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: UNITED WAY OF RICHLAND COUNTY, INVESTMENT RELATED: NO, ADDRESS: 3 N MAIN STREET #303, MANSFIELD, OH 44902, NATURE OF BUSINESS: NON-PROFIT, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: ALLOCATIONS COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: ASSESS APPLICATIONS THAT DETAIL THE FUNDING REQUIREMENTS, PERFORMANCE GOALS, NEED FOR THE PROGRAM IN OUR COMMUNITY, AND THE ABILITY OF THE AGENCY TO DEMONSTRATE SUCCESS AND COMPETENCY IN THE PROGRAM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
Reach out to this advisor