Best Investors
Account
Sign in
Best Investors
Account
Sign in
1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-27 |
Branch Locations
1555 Broadway St, Detroit, MI 48226 • United States
4031 Colonel Glenn Highway Suite 131, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Cincinnati | OH | 11/1996 | 11/2021 |
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 10/2014 | 12/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2021 | 03/2025 |
| Heritage Financial Resources Wealth Management, Llc | Beavercreek | OH | 11/2014 | Present |
| Heritage Financial Resources | Beavercreek | OH | 07/2014 | Present |
| Signal Advisors Wealth, Llc | Detroit | MI | 03/2025 | Present |
HERITAGE FINANCIAL RESOURCES POSITION: Agent NATURE: Insurance sold Life Insurance and Fixed Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 07/15/2014 ADDRESS: 4031 Colonel Glenn Highway, Suite 102, Beavercreek OH 45431, United States DESCRIPTION: Agent HERITAGE FINANCIAL RESOURCES POSITION: IAR NATURE: Heritage Financial Resources specializes in Federal Civilian Employees Benefits for education and retirement Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2014 ADDRESS: 4031 Colonell Glenn Hwy, Beavercreek OH 45431, United States DESCRIPTION: My wife is the owner of this company and with my experience I oversee the sales, presentations , and planning with the other agents in the company.
Reach out to this advisor