Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-10-27 |
Branch Locations
Olmsted Falls, OH • United States
1956 Carter Road Suite 200, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cleveland | OH | 12/2016 | Present |
| Mml Investors Services, Llc | Cleveland | OH | 12/2016 | Present |
| Sand Ridge Golf Club | Chardon | OH | 05/2016 | 11/2016 |
NAME: ACHIEVEMENT CENTERS FOR CHILDREN INV REL: N ADD: 4101 FULTON PKWY, CLEVELAND, OH 44144 NATURE: I AM ON THE ASSOCIATE BOARD FOR THE HOSPITAL POSITION: BOARD MEMBER START DATE: 02/08/2022 NO. HR/MO: 5-10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ACTIVE BOARD MEMBER, ATTEND BOARD MEETINGS, HELP RAISE FUNDS FOR THE OVERALL MISSION OF THE HOSPITAL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
Reach out to this advisor