Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| FL | RA | APPROVED | 2025-04-29 |
| MI | RA | APPROVED | 2024-10-07 |
| OH | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Reserve Ria, Llc | Maumee | OH | 02/2023 | Present |
| Alerstallings | Dublin | OH | 10/2020 | Present |
| O'COnnor, Acciani, Levy, Lpa | Columbus | OH | 03/2014 | 10/2020 |
1) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 02/2023 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity. 2) Partner and owner of AlerStallings, LLC. Not investment related - at reported business location(s) - estate planning legal work - Start date 10/2020- Approximately 100 Hours/month devoted to other business - 10 Hour/month devoted to other business during securities trading hours - business management for the law firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-03 |
Reach out to this advisor