Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 614 Pools | Columbus | OH | 05/2017 | 08/2018 |
| Gerken Roadway Services | Napoleon | OH | 05/2019 | 08/2019 |
| Aem Services | Fairlawn | OH | 05/2020 | 02/2021 |
| Valor Enterprises Llc | Chandler | AZ | 02/2021 | 10/2022 |
| Becks Construction | Napoleon | OH | 10/2022 | 04/2025 |
| Gluckle Insurance And Financial Services | Napoleon | OH | 04/2025 | 10/2025 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2017 |
| The Ohio State University | Columbus | OH | 08/2018 | 05/2019 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2020 |
| Stirlingshire Investments | New York | NY | 05/2025 | 10/2025 |
| Fidelity Investments | Perrysburg | OH | 11/2025 | Present |
| Fidelity Brokerage Services, Llc | Perrysburg | OH | 01/2026 | Present |
| Strategic Advisers, Llc | Perrysburg | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
Reach out to this advisor