Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-10 |
| GA | RA | APPROVED | 2025-03-21 |
| AL | RA | APPROVED | 2025-03-20 |
| PA | RA | APPROVED | 2025-03-20 |
| LA | RA | APPROVED | 2025-03-19 |
| FL | RA | APPROVED | 2024-12-18 |
| TX | RA | APPROVED_RES | 2024-12-14 |
| MS | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Trust Company | Madison | MS | 06/2016 | 03/2018 |
| Dye Resource Management, Llc | Ridgeland | MS | 04/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2023 | 12/2024 |
| Valmark Securities | Akron | OH | 12/2024 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2024 | Present |
1) Dye Resource Management, LLC; 1062 Highland Colony Parkway, Ste 225, Ridgeland, MS 39157; Fixed Insurance sales; Agent; NOT Investment Related; Start Date 04/15/2018; Approximately 11-20 hrs. per month; Paid a flat salary + commissions on fixed insurance sales.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-02 |
Reach out to this advisor