Best Investors
Account
Sign in
5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
43 N. Broad Street, Canfield, OH 44406 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Wireless | Youngstown | OH | 01/2008 | 06/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2018 | 12/2019 |
| Emerge Capital Managment | New Middletown | OH | 12/2019 | 05/2021 |
| American Portfolios | Holbrook | NY | 05/2021 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 02/2025 |
| Ausdal Financial Partners, Inc | Davenport | IA | 02/2025 | Present |
1.OUTSIDE INSURANCE SALES; INVESTMENT RELATED; CANFIELD OH; OUTSIDE INSURANCE SALES; AGENT; ACTIVITY BEGAN IN 2014; I DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; ASSIST CLIENTS WITH INSURANCE NEEDS. 2. GREEN STREET FINANCIAL GROUP INC; INVESTMENT RELATD; NEW MIDDLETON, OH; INSURACE SALES OF LIFE, HEALTH, LCT; ACTIVITY BEGAN 06/2025; I DEVOTE 10 HOURS PER MONTH TO THIS ACTIVITY WITH ALL OF THOSE HOURS DURING TRADING HOURS; SALE OF LIFE; HEALTH AND LTC INSURANCE PRODUCTS WILL RUN THROUGH THIS ENTITY. 3. CAPITAL SHIFT STRATEGIES; INVESTMENT RELATED; CANFIELD, OH; REAL ESTATE 1031 EXCHANGES; OWNER; ACTIVITIVY BEGAN 10/2023; WEB PAGE FOR 1031 EXCHANGES INFORMATION; TIME DEVOTED IS ONLY AS NEEDED FOR CLIENT NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
Reach out to this advisor