Best Investors
Account
Sign in
6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-17 |
Branch Locations
6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Benefits Group | Cleveland | OH | 03/1978 | 08/2017 |
| M. Holdings Securities, Inc. | Portland | OR | 05/2001 | Present |
| M Holdings Securities, Inc. | Independence | OH | 06/2003 | 11/2021 |
| Enza Financial, Llc | Independence | OH | 08/2014 | Present |
| Benefits Resource Group | Independence | OH | 08/2014 | Present |
| Enza Financial, Llc | Independence | OH | 07/2021 | Present |
| Enza Insurance, Llc | Independence | OH | 01/2023 | Present |
| Enza Service Company, Llc | Independence | OH | 01/2023 | Present |
1) Your Partner in HR; 13500 Pearl road, Suite 139-306; Strongsville, OH 44136; Networking Group Member, Professional networking group; Not Investment Related. 4 hours/month; 4 hours/month during business hours; No Compensation. 2) Workchat; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 08/01/2015; Business Owner; Communications for 401(k) plan participants; Not Investment Related; 5 hours/month; 5 hours/month during business hours; Ownership. 3) LIA Solutions; 6082 Meadow Lake Drive, Medina, OH 44256; 07/01/2018; Sole Owner; Rental property, one house; Not Investment Related; 6 hours/month, 6 hours/month during business hours; Rental Income. 4) Enza Foundation; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 1/1/18; Founder; Donations to charities of choice; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No Compensation. 5) Woman City Club Investment Group; 6082 Meadowlake, Medina, OH 44256; 04/10/1995; Member; Investment Club; Investment Related; 5 hours/month; 5 hours/month during business hours; Ownership. 6) Enza Financial; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 08/14/2014; Principal; Management, consulting, marketing, sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Ownership, Expense Reimbursement, Profits, Commissions, Wages/Salary. 7) ENZA FINANCIAL, LLC (INDY RIA); POSITION: Principal NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/11/2022; ADDRESS: 6450 Rockside Woods, Suite 150, Medina OH 44256, United States; DESCRIPTION: Ownership role in firm. Involved in establishing procedures, practices and ensure adequate compliance. Introducing clients/prospects to services 8) ENZA INSURANCE, LLC POSITION: Principal NATURE: All insurance commissionable premiums are paid to this entity including those from our broker dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023; ADDRESS: 6450 Rockside Woods, Suite 150, Independence OH 44256, United States; DESCRIPTION: I am an owner of this business. My primary responsibility to is bring sales into this company. We have other shareholders who run this entity 9) ENZA SERVICE COMPANY, LLC; POSITION: Principal NATURE: See 1.3 above INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023; ADDRESS: 6450 Rockside Road, Suite 150, Independence OH 44256, United States; DESCRIPTION: I am an owner in this business and our other shareholder will be managing this entity. My role is to review the operations and financials monthly during our executive management team meetings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-07 |
Reach out to this advisor