Best Investors
Account
Sign in
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2025-12-26 |
Branch Locations
Fort Myers, FL • United States
520 South Main Street, Suite A, Findlay, OH 45840 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Findlay | OH | 06/2003 | 08/2017 |
| Voya Financial Advisors | Findlay | OH | 08/2017 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Midstream 2 Llc | Findlay | OH | 10/2023 | Present |
| Tark Leasing,Llc | Findlay | OH | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Asset One Wealth Management Dba Ak Wealth Management | Findlay | OH | 11/2025 | Present |
1) Asset One Wealth Management dba AK Wealth Management; Yes; At Registered Location; RIA; IAR; 11/2025; 150; 150; Meet with clients, provide suitable recommendations as a fiduciary, manage company. 2) Fixed Insurance; No; At Registered Location; Fixed/Traditional Insurance; Agent; 11/2025; 2; 2; Sales of Fixed/Traditional Insurance Products. 3) Tark Leasing, LLC; No; 524 South Main St Findlay, OH 45840; Operating LLC/Support Company; Owner; 08/2025; 1; 0; Own equipment and lease it to Truly Natural Therapies. 4) Truly Natural Therapies; No; 524 South Main St Findlay, OH 45840; Spa Owner; Owner; 08/2025; 4; 0; Oversee general manager and business practices for the spa. 5) Midstream, LLC; No; 8128 Ash Ridge Lane Findlay, OH 45840; Operating LLC/Support Company; Owner; 06/2018; 1; 0; Operating Member. 6) Midstream 2, LLC; No; 8128 Ash Ridge Lane Findlay, OH 45840; Real Estate/Commercial/Property/Management Services; Owner; 09/2018; 5; 2; Collecting Rent. 7) Midstream 3, LLC; No; 8128 Ash Ridge Lane Findlay, OH 45840; Real Estate/Commercial/Property/Management Services; Owner; 08/2019; 2; 0; Collecting Rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-07 |
Reach out to this advisor