Best Investors
Account
Sign in
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter One Bank | Cleveland | OH | 08/2007 | 12/2017 |
| Cco Investment Services | Parma | OH | 04/2014 | 12/2017 |
| Citizens Bank | Parma | OH | 12/2017 | 03/2018 |
| Citizens Securities, Inc. | Parma | OH | 12/2017 | 03/2018 |
| Citizens Securities, Inc. | Fairlawn | OH | 03/2020 | 04/2022 |
| N/A | Brunswick | OH | 03/2018 | 03/2020 |
| Keybank | Cleveland | OH | 05/2022 | Present |
| Key Investment Services Llc | Cleveland | OH | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-13 |
Reach out to this advisor