Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2014 | 04/2017 |
| Ameritas Investment Corp | Lincoln | NE | 06/2014 | 04/2017 |
| West Point Wealth Management Llc | Independence | OH | 06/2014 | 01/2019 |
| Legal Shield | Wickliffe | OH | 09/2014 | 01/2019 |
| Barbish Financial Group | Wickliffe | OH | 12/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2017 | Present |
| City Of Wickliffe | Wickliffe | OH | 01/2018 | 12/2021 |
| Barbish Gardens, Llc | Wickliffe | OH | 07/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND PROPERTY & CASUALTY; (2) NAME OF OTHER BUSINESS: BARBISH FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE SALES - AGENT (3) NAME OF OTHER BUSINESS: BARBISH GARDENS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FAMILY GARDEN; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 10-15; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MIRCRO MARKER GARDEN, GROW VEGETABLES, MAKE SPICES AND SELL TO FARMERS MARKETS;
Reach out to this advisor