Best Investors
Account
Sign in
Best Investors
Account
Sign in
25 North St., Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton Capital Management Inc. | Columbus | OH | 01/2016 | Present |
| Access Wealth Group, Llc | Dublin | OH | 08/2023 | Present |
Shengde (Jeff) Liu, CFA® is the founder of Aurimax Holdings, LLC which was established in 2023. Aurimax Holdings, LLC is the investment related research for several of Access Wealth Group, LLC investment models. Jeff is responsible for the firm's investment strategies and their implementation. Aurimax Holdings, LLC is a Direct Owner of Access Wealth Group, LLC. The amount of time devoted to Aurimax Holdings, LLC is research that benefits Access Wealth Group, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-13 |
Reach out to this advisor