Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
843 N Cleveland-Massillon Rd, Suite U12, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Akron | OH | 07/2014 | 09/2020 |
| Securities America, Inc. | Akron | OH | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Akron | OH | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Akron | OH | 06/2024 | Present |
1. SAA POSITION: Advisor NATURE: Investment Advisory Not accustomed to being required to declare advisory business as "outside" business when it is done simultaneously with brokerage business. Not sure how to answer some of the questions and forced to enter values so I guessed. Also, I am assuming E&O insurance will be required by and offered through SA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2020 ADDRESS: 843 N. Cleve-Masss Rd. Ste. U12, Akron OH 44333 DESCRIPTION: Investment advisory 2. DBA - Dunk Group Financial Advisors Ltd 3. (PERSONAL HOBBY FARM) POSITION: owner NATURE: Hobby farm. I raise and sell lambs. I am forced to enter a start date but I am not sure of the date. The first year I raised lambs was 2009 and initially disclosed through Robert W. Baird. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 03/30/2009 ADDRESS: 6556 Seville Rd., Seville OH 44273, United States DESCRIPTION: I have a small 10 acre farm. I have sold lambs and chicken eggs over the years. I also rent 5 acres to a neighbor for farming.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-05 |
Reach out to this advisor