Best Investors
Account
Sign in
Best Investors
Account
Sign in
6605 Longshore Street Suite 240, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-25 |
Branch Locations
6605 Longshore Street Suite 240, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tremont Pharmacy | Columbus | OH | 06/2012 | 04/2023 |
| Meridian Wealth Management, Llc | Dublin | OH | 02/2018 | Present |
| Xy Planning Network, Llc | Bozeman | MT | 10/2023 | Present |
- Name of other business: XY Planning Network, LLC - Investment-related: No - Address: 24 E. Main St., Bozeman MT 59715 - Nature of the other business: Financial services - Position/title/duties: Senior Compliance Specialist - Start date: 10/2023 - Approximate number of hours/month devoted to the other business: 120 - Number of hours devoted during securities trading hours: 120/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-21 |
Reach out to this advisor