Best Investors
Account
Sign in
Best Investors
Account
Sign in
1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 04/2024 | Present |
| Indiana Wesleyan University | Marion | IN | 07/2012 | 03/2024 |
| Oregon State University | Corvallis | OR | 04/2014 | 06/2018 |
| Southern Methodist University | Dallas | TX | 07/2018 | 03/2024 |
NAME OF OTHER BUSINESS: The Table Group and DMB Coaching, Inc. / INVESTMENT RELATED: No / ADDRESS: 1510 Finch Drive, Bowling Green, OH 43402 / NATURE: Coaching, Consultant / POSITION: Consultant / START DATE OF RELATIONSHIP: December 30, 2025 / APPROX. # OF HOURS DEVOTED: 11-20 PER MONTH / APPROX. # OF HOURS DURING TRADING DAY: 0 / DUTIES: Working as a part-time, as needed, consultant/coach for businesses and leaders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
Reach out to this advisor