Best Investors
Account
Sign in
Best Investors
Account
Sign in
Boldin Advisors CRD 294881
800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Dublin, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Libertas Wealth Management Group, Inc. | Columbus | OH | 02/2014 | 03/2017 |
| Meeder Investment Management, Inc. | Dublin | OH | 04/2017 | 07/2018 |
| Facet | Baltimore | MD | 07/2018 | 01/2025 |
| Peak Retirement Planning, Inc. | Columbus | OH | 01/2025 | 04/2025 |
| Newretirement Advisors Llc D/B/A Boldin Advisors | Dublin | OH | 04/2025 | Present |
Uncle D, LLC; Not investment-related; 4874 Blazer Pkwy, Dublin, OH 43017; Printing services and promotion of products; Owner and member of Board of Advisors; 01/01/2015; 40-60 hours per month; 0 during trading hours; Meet multiple times per year to discuss business priorities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-27 |
Reach out to this advisor