Best Investors
Account
Sign in
Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-30 |
Branch Locations
1070 Ghent Road Suite 300, Akron, OH 44333 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zelman Partners, Llc | Beachwood | OH | 10/2013 | 03/2017 |
| Prattle Analytics | Saint Louis | MO | 04/2017 | 01/2018 |
| Mass Mutual Life Insurance Co | Akron | OH | 03/2018 | 09/2025 |
| Mml Investors Services, Llc D/B/A Giltner & Associates | Akron | OH | 03/2018 | 09/2025 |
| Oneseven D/B/A Giltner & Associates | Beachwood | OH | 09/2025 | Present |
NAME: EVERGREEN STRUCTURED SETTLEMENTS, INC, INV REL: Y, ADDR: 1070 GHENT ROAD, SUITE 300, AKRON, OH, 44333, NATURE: ADMINISTRATIVE SUPPORT POSITION: WEALTH MANAGEMENT ADVISOR, START: 3/23/2018 NO HRS/MO: 2, NO HRS/MO DUR TRADING: 2, DUTIES: PROVIDE GENERAL ADMINISTRATIVE SUPPORT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-18 |
Reach out to this advisor