Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-04 |
Branch Locations
263 W Central Ave Ste A, Springboro, OH 45066-1195 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monaghan & Associates | Springboro | OH | 05/2019 | Present |
| Dave Dennis Inc | Beavercreek | OH | 09/2018 | 05/2019 |
| Saoirse Rath Llc | Dayton | OH | 03/2018 | Present |
| Herritage Acceptance Corporation | Elkhart | IN | 05/2015 | 01/2018 |
| Unemployed | Dayton | OH | 01/2018 | 03/2018 |
| Allstate Insurance Co | Northbrook | IL | 05/2019 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 09/2019 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2025 | Present |
SAORISE RATH LLC POSITION: Owner NATURE: This is a sales consulting business that I receive compensation for billable consultation hours. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 03/07/2018 ADDRESS: 430 Grants Trail, Dayton OH 45459, United States DESCRIPTION: general sales consultation EXECUTOR OF SANDRA K AND MICHAEL J MONAGHAN ESTATE POSITION: Executor NATURE: Revocable Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2026 ADDRESS: 6902 Lockwood St, Dayton OH 45415, United States DESCRIPTION: Executor of my late Father and his second wife Sandra TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton Re and The Standard accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/10/2026 ADDRESS: 263 W Central Ave, Springboro OH 45066, United States DESCRIPTION: Servicing customers for Allstate legacy business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
| S66 | Uniform Combined State Law Examination | 2001-01-11 |
Reach out to this advisor