Best Investors
Account
Sign in
Best Investors
Account
Sign in
Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-12-21 |
Branch Locations
2360 Celina Road, St Marys, OH 45885 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moeller & Co Cpa Ltd | St Marys | OH | 10/1997 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2009 | Present |
| Latitude Advisors Llc | Vero Beach | FL | 12/2009 | Present |
1. 1/1/2005 TO PRESENT - KNIGHTS OF ST JOHNS ST RT 119, MARIA STEIN, OH 45860;TITLE-BUSINESS MANAGER;DUTIES-BOOKKEEPING;TIME SPENT-2%;COMPENSATION-FEE. 2. 10/1997 TO PRESENT - MOELLER & COMPANY CPA LTD 2360 CELINA RD, ST MARYS, OH 45885;TITLE-CPA;DUTIES-MANAGE CPA PRACTICE/TAX & ACCOUNTING SERVICES;TIME SPENT-60%;COMPENSATED BY NET INCOME DRAW. 3. 10/1997-PRESENT MOELLER AND COMPANY INSURANCE, ST MARY, OH; INDEPENDENT INSURANCE AGENT. LIFE, HEALTH, DISABILITY, LTC -COMMISSION BASED. 4. 10/2009-PRESENT LATITUDE ADVISORS, LLC (IA REP) - FEE BASED MOELLER AND COMPANY INSURANCE POSITION: INSURANCE AGENT NATURE: FIXED LIFE, HEALTH, DISABILITY, LONG TERM CARE INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/23/1997 ADDRESS: 2360 CELINA RD, ST MARYS OH 45885 DESCRIPTION: INDEPENDENT INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-09 |
Reach out to this advisor