Best Investors
Account
Sign in
140 Dorchester Square S. Suite B, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-14 |
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
140 Dorchester Square S. Suite B, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Westerville | OH | 02/2016 | 09/2020 |
| Raymond James Financial Services Advisors Inc. | Westerville | OH | 02/2016 | 09/2020 |
| Yarger Wealth Strategies | Westerville | OH | 09/2020 | Present |
1) 3MLT CONSULTING. WIFE'S BUSINESS. LISTED AS OWNER BECAUSE OF MARITAL RELATIONSHIP. NOT INVESTMENT RELATED. NEW ALBANY, OH. STARTED:2/2016. 0 HRS PER MONTH AND 0 HRS DURING TRADING HRS. 2) TIM SCHOLTEN. INDEPENDENT INSURANCE AGENT. WESTERVILLE, OH. INVESTMENT RELATED. 6 HRS PER MONTH AND 2 DURING TRADING HRS. STARTED:3/2016. SELL FIXED LIFE/DISABILITY INSURANCE. 3)Certified Referee. Address: New Albany, OH. Nature of the Business: Ohio High School & Middle School Basketball Referee. Position/Title: Other (paid). Investment Related: No. Start Date: 11/01/2018. Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: I will be referring girls and boys basketball games at mostly the middle school level.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
Reach out to this advisor