Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-05 |
| IL | RA | APPROVED | 2025-11-14 |
| MI | RA | APPROVED | 2025-02-10 |
| OH | RA | APPROVED | 2024-10-24 |
Branch Locations
1925 Indian Wood Circle Suite A, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2014 | 12/2018 |
| Summit Financial | Columbus | OH | 06/2018 | 12/2018 |
| Summit Financial | Columbus | OH | 01/2019 | 12/2019 |
| Summit Financial | Columbus | OH | 01/2020 | 06/2024 |
| Unemployed | Delta | OH | 06/2024 | 10/2024 |
| Golden Reserve Retirement Llc | Dublin | OH | 10/2024 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 10/2024 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 130 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
Reach out to this advisor