Best Investors
Account
Sign in
Best Investors
Account
Sign in
290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-10 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
655 Metro Place South Suite 300, Dublin, OH 43017 • United States
290 Woodcliff Drive, Fairport, NY 14450 • United States
Hilliard, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 09/2020 | 11/2023 |
| Legacy Planning, Ameriprise Financial | Columbus | OH | 11/2019 | 09/2020 |
| Comprehensive Wealth Partners, Ameriprise Financial | Worthington | OH | 06/2019 | 10/2019 |
| The University Of Akron | Akron | OH | 07/2014 | 05/2019 |
| Wealth Impact Advisors, Valmark | Fairlawn | OH | 05/2018 | 08/2018 |
| Pepperl+Fuchs | Twinsburg | OH | 06/2016 | 05/2017 |
| Career Services, The University Of Akron | Akron | OH | 08/2015 | 12/2016 |
| Home | Hilliard | OH | 11/2023 | 05/2025 |
| Manning & Napier Advisors, Llc | Fairport | NY | 05/2025 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 05/2025 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. STREETHEARTS HAITI- TREASUERER/UNPAID VOLUNTEER;11/2024-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. INSTACART- PAID DELIVERY AND PICKUP DRIVER; 10/2023-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. UBER- DRIVER/RIDE SHARE; 10/2023-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. LYFT- DRIVER/RIDE SHARE; 10/2023-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
Reach out to this advisor