Best Investors
Account
Sign in
Best Investors
Account
Sign in
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-12 |
Branch Locations
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gbq Partners | Columbus | OH | 09/2014 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 12/2016 | 01/2020 |
| Bank Of America, N.A. | Columbus | OH | 04/2017 | 01/2020 |
| Inverness Securities | Cleveland | OH | 02/2020 | Present |
| Ancora Family Wealth Advisors | Cleveland | OH | 02/2020 | Present |
MGAC, LLC; Non investment-related; 6830 Cochran Rd, Solon, OH 44139;Real Estate LLC between my immediate family members; Minority shareholder 2004; Hours a month: zero; Duties: none Garage Beer; not investment related; Upper Arlington Ohio; Brewing Co.; LP; !2/23; 0/0 hours spent on business; LP investor M&H UA Fund; not investment related; Tremont rd. Upper Arlington, OH; Real Estate Holing; LP Investor; 0/0 hours spent on investment; LP invests in real estate STREAMLINE TECHNOLOGIES LLC; not investment related; 31800 Fairmount Blvd, Pepper Pike, OH 44124; LP investor; 0/0 hours spent on investment; LP invests in phone-based, calendar-focused applications (8/1/2024)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
Reach out to this advisor