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 | 2024-03-05 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Mentor | OH | 08/2017 | 10/2021 |
| Carver Financial Services | Mentor | OH | 08/2017 | 12/2020 |
| Tj Maxx | Willoughby | OH | 04/2017 | 07/2017 |
| Penn Station | Mentor | OH | 11/2016 | 03/2017 |
| Tj Maxx | Willoughby | OH | 07/2016 | 10/2016 |
| Willoughby South High School | Willoughby | OH | 05/2015 | 06/2016 |
| Raymond James Financial Services Inc. | Mentor | OH | 10/2021 | 12/2021 |
| Raymond James Financial Services Advisors, Inc | Mentor | OH | 12/2021 | 12/2021 |
| Capital Advisors, Ltd. | Shaker Heights | OH | 01/2022 | 08/2023 |
| Lincoln Investment | Fort Washington | PA | 01/2022 | 08/2023 |
| Inverness Securities, Llc | Mayfield Heights | OH | 08/2023 | Present |
| Ancora Holdings Group | Mayfield Heights | OH | 08/2023 | Present |
| Ancora Family Wealth Advisors, Llc | Mayfield Heights | OH | 08/2023 | Present |
| Carver Financial Services | Mentor | OH | 01/2021 | 12/2021 |
LC Freedom 45 LLC, not investment related, 9170 Memphis Ave, Brooklyn OH 44144, rental property management, 50% owner, 6/22, 0 hours, 8K annual comp, ownership activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-30 |
Reach out to this advisor