Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-02 |
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 |
|---|---|---|---|---|
| Independent Insurance Agent | Cincinnati | OH | 09/1985 | Present |
| Makris Financial Group | Cincinnati | OH | 04/1991 | Present |
| Signator Investors, Inc. | Cincinnati | OH | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Cincinnati | OH | 11/2018 | Present |
1)INSURANCE SALES POSITION: Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/19/1978 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: sales of Life insurance 2) MAKRIS FINANCIAL GROUP, INC POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/19/1991 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: President of Makris Financial Group, inc.This my Finanancail Services PracticeAlso my DBA 3)BIG VIEW, LLC, POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2014 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Owner of vacation home in Oho 4)GLENWAY 76 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 5)GLENWAY 78 PROPERTY POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 6)GLENWAY 80 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2011 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property Owner 7)GLENWAY 96 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2014 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property Owner 8)GLENWAY 98 PROPERTY, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2017 ADDRESS: 5580 Glenway Avenue, Cincinnati OH 45238, United States DESCRIPTION: Rental property owner 9) THE GRANDE ON SAND KEY, INC. POSITION: Voluntary Board member NATURE: Corporation I have been asked to be on the board of my condo association. It is a voluntary position. There is a president and a treasure. I will not have access to any of the finances as the treasure take care of the finances INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2025 ADDRESS: 1180 Gulf Blvd, Clearwater beach FL 33767, United States DESCRIPTION: To assist the board in making decisions on work and upkeep and maintenance of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
Reach out to this advisor