Best Investors
Account
Sign in
Best Investors
Account
Sign in
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-10-02 |
| OH | RA | APPROVED | 2018-08-03 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
5650 Blazer Pkwy. Suite 101, Dublin, OH 43017 • United States
119 Creekside Lane, Winchester, VA 22602 • United States
1201 Barnhart Rd. Ste A, Troy, OH 45373 • United States
3745 Medina Rd., Ste G, Medina, OH 44256 • 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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Medina | OH | 10/2010 | 08/2018 |
| Lopresti Financial Group | Medina | OH | 07/2010 | Present |
| Trek Financial | Scottsdale | AZ | 08/2018 | Present |
Name of the other business: LoPresti Financial Group Investment-related: Address of the other business: 5000 Foote Rd Suite 203 Medina, OH 44256 Nature of the other business: Fixed Index Annuities through Midland National Life Insurance Your position: President Title or relationship with the other business: Agent for Midland. President of LoPresti Financial Group The start date of your relationship: July 2010 The approximate number of hours/month you devote to the other business: 20/month The number of hours you devote to the other business during securities trading hours: 20/month Briefly describe your duties relating to the other business: Offer fixed index annuities when appropriate as part of the clients total investment plan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
Reach out to this advisor