Best Investors
Account
Sign in
1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-09-11 |
Branch Locations
1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-08-26 |
Branch Locations
1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Munn Wealth Management, Llc | Maumee | OH | 09/1998 | Present |
| Camelot Portfolios, Llc | Maumee | OH | 01/2008 | Present |
| Atlantis Wealth Advisors | Maumee | OH | 02/2014 | Present |
1)CMBY, LLC (CORP); COMMERCIAL REAL ESTATE RENTAL; PASSIVE OWNER; NO TIME SPENT; 70% OWNERSHIP; CONTINUOUS TERM; 2)CAMELOT PORTFOLIOS, LLC (RIA) FINANCIAL PLANNING/CONSULTING, MONEY MANAGEMENT, BUDGETS, BOOKKEEPING & VALUATIONS; ACTIVE OWNER; 50% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; COMP VARIES 3)DARREN MUNN (SOLE PROP); PROPERTY MANAGEMENT; ACTIVE OWNER; 1% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; 4)MUNN WEALTH MANAGEMENT; (RIA); 90% OWNERSHIP; 29% TIME SPENT; 39% COMP;INDEFINITE TERM; 5) CMBY, LLC & WOODLANDS INVESTORS; INVESTMENT RELATED; OWNER; OWNERSHIP OF OFFICE BUILDING; OVERSEE MANAGEMENT OF OFFICE BUILDING, HANDLE FINANCIAL DECISIONS, & SEEK NEW TENANTS; START DATE: 2008-01-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES. 1 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 6) TOLEDO CHRISTIAN SCHOOLS FOUNDATION; NOT INVESTMENT RELATED; BOARD MEMBER; ATTEND BOARD MEETINGS, ENGAGE POTENTIAL DONORS, OVERSEE THE FOUNDATION'S INVESTMENTS; THE TCS FOUNDATION ENGAGES DONORS TO RAISE MONEY TO PROVIDE SCHOLARSHIPS AND FUNDS FOR CAPITAL IMPROVEMENTS; START DATE: 2008-01-01; LOCATION: 2303 BROOKFORD DR TOLEDO OH 43614 UNITED STATES; 3 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 7) EFFECTIVE GIVE; BOARD MEMBER; ATTEND BOARD MEETINGS & ADVISE ON THE DIRECTION OF THE ORGANIZATION; EFFECTIVE GIVE HELPS DONORS INCREASE THEIR CHARITABLE IMPACT; START DATE: 2018-06-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 8) INSURANCE AGENT; INVESTMENT RELATED; PROVIDE QUOTES, COMPLETE APPLICATIONS, DELIVER POLICIES; SALE OF LIFE INSURANCE FOR CLIENTS WHO NEED IT; START DATE: 1998-01-31; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 9) ONE VOICE FOUNDATION; NOT INVESTMENT RELATED; CHAIRMAN; PROVIDE VISION & DIRECTION, OVERSEE STAFF, AND MANAGE FINANCES; THE ONE VOICE FOUNDATION FACILITATES GENEROSITY AND STEWARDSHIP WITHIN THE GREATER TOLEDO CHRISTIAN COMMUNITY.; START DATE: 2018-09-30; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 4 HOUR/MONTH DURING TRADING HOURS; 2 HOUR/MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-18 |
Reach out to this advisor