Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED_RES | 2024-02-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Total Wealth & Wellness | Fairborn | OH | 11/2004 | Present |
| Kalos Capital, Inc. | Alpharetta | GA | 07/2006 | 09/2022 |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2022 | 03/2024 |
| Arkadios Capital | Atlanta | GA | 09/2022 | 03/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2024 | Present |
| Curv's Collectibles Llc | Dayton | OH | 10/2024 | Present |
| Russell Smart Insight Tax Advisors, Llc | Oakwood | OH | 01/2026 | Present |
1. Russell Total Wealth and Wellness; Yes Investment Related; One Russell Place, Dayton, OH 45409; Insurance Sales; Wealth Advisor; Start date 11/2004; Approx 160 hours a month; Approx 160 hours during trading; insurance sales and services 2.) RCR Holdings, LLC; Not Investment Related; Xenia, OH; Real Estate Holding Company; Position: Member/Partner; Start Date: June 2017; Approx. 2 hours month; Approx. 0 hours during trading; Co-Owner related business decisions 3.) Do Good Marketing; Not Investment Related; One Russell Place, Dayton, OH 45409; Marketing Services; Owner; Start Date: January 2024; Approx. 4 hours a month; Approx. 0 hours during trading. 4.) Curv's Collectibles LLC, Not Investment Related; 1966 Pacer Trail, Dayton, OH 45434; Buying and Selling of Collectibles; Owner; Start Date 10/2024; Approx 60 hours a month; Approx 0 hours during trading; Owner/Operator. 5.) Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Oakwood OH 45409; Personal and business tax preparation, planning and book keeping; Minority Partner; Start Date 01/2026; Approx hours per month: 5; Approx hours during trading: 0; Contributor to strategic vision, growth initiatives and future acquisitions..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-19 |
Reach out to this advisor