Best Investors
Account
Sign in
29425 Chagrin Blvd. Suite 100, Pepper Pike, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-31 |
| OH | RA | APPROVED | 2000-01-01 |
Branch Locations
29425 Chagrin Blvd., Suite 100, Pepper Pike, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Strategies, Inc | Pepper Pike | OH | 05/1985 | Present |
| Valmark Securities, Inc. | Akron | OH | 08/2007 | Present |
1) I am a Registered Representative of Valmark Securities, Inc. As such, I earn commissions on securities products placed through this Broker/Dealer./// 2) I EARN COMMISSIONS FOR FIXED LIFE INSURANCE, DISABILITY, LONG TERM CARE, AND ANY OTHER NONVARIABLE PRODUCT SALES THROUGH VARIOUS COMPANIES./// 3) Rental income from 1 properties in Jackson, WY; passive rental income; not investment related; compensation from positive cash flow in excess of expenses./// 4) Resource Strategies, Inc.; Pepper Pike, OH; President; financial planning; investment related; compensation of advisory fees./// 5) RHP, Inc.; 29425 Chagrin Blvd., Suite 100, Pepper Pike, OH 44122; Insurance, annuity, and investments; Owner; Owns and operates.; YES Investment Related; Start Date 06/09/1999; Approximately 6-10 hrs. per month; Compensation is paid as a management fee.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-12 |
Reach out to this advisor