Best Investors
Account
Sign in
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-12 |
Branch Locations
815 E Second St. Suite 100, Defiance, OH 43512 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Defiance, OH • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| First Church Of God | Defiance | OH | 11/1991 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 10/2013 | 08/2019 |
| Detray Investment Group | Defiance | OH | 01/2000 | Present |
| Detray Chiropractic Center | Defiance | OH | 01/2017 | Present |
| Northwest Tax Services | Defiance | OH | 01/1982 | Present |
| Trek Financial | Scottsdale | AZ | 08/2019 | Present |
The Name of the other business: DeTray Chiropractic Center Investment Related?: No Address of other business: 210 Latchaw Dr., Defiance, OH 43512 Nature of other business: Chiropractic Office Your position: Accountant Start Date: 01/2017 How many hours you devote to the other business per month: 5 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: I prepare payroll, record income and expenses, balance checkbooks and all other miscellaneous accounting duties The Name of the other business: DeTray Investment Group Investment Related?: Yes Address of other business: 815 E. Second St., Ste 100, Defiance, OH 43512 Nature of other business: Investment Advisor Your position: President Start Date: 01/2000 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 120 Briefly describe your duties: Meet with clients, develop plans, marketing. The Name of the other business: First Church of God Investment Related?: No Address of other business: 561 Carter Rd., Defiance, OH 43512 Nature of other business: Church Your position: Treasurer Start Date: 11/1991 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Record all income, pay bills and record them, payroll preparation The Name of the other business: Northwest Tax Services Investment Related?: No Address of other business: 21116 Switzer Rd., Defiance, OH 43512 Nature of other business: Accounting and Tax Practice Your position: Owner Start Date: 01/1982 How many hours you devote to the other business per month: 25 (end of January until mid April) How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Prepare income taxes for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
Reach out to this advisor