Best Investors
Account
Sign in
Best Investors
Account
Sign in
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED_RES | 2020-08-18 |
| CA | RA | APPROVED | 2019-12-02 |
| MI | RA | APPROVED | 2011-02-18 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
3055 Miller Rd, Ann Arbor, MI 48103 • United States
109 Water Street Suite 1B, Boyne City, MI 49712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners, Llc | Cleveland | OH | 06/2006 | Present |
Norton Investment Advisory, Inc - Sole owner (corporation established to receive advisory fees from practice, 0 business hours); Member of the Board of Directors of Caymus Funding Inc., the portfolio company of three McDonald Partners private funds, as of August 2019 (business is not investment related, 3550 George Busbee Pkwy NW, STE 225, Kennesaw, GA 30144, 1-2 hours per week); NS Real Estate LLC - Member (LLC established July 2005 to hold real property, not investment-related, 1-2 hours per month); Mr. Norton is a licensed insurance agent who sells variable annuity, life and health insurance with various insurance companies and receives standard commissions. He spends 5 - 10 hours per month on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-12 |
Reach out to this advisor