Best Investors
Account
Sign in
Best Investors
Account
Sign in
4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-25 |
| OH | RA | APPROVED | 2022-10-05 |
Branch Locations
4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank, Na | Cincinnati | OH | 01/2005 | Present |
| U.S. Bank, Na | Cincinnati | OH | 01/2013 | Present |
| Bullseye Investment Management, Llc | Cincinnati | OH | 09/2022 | Present |
RELATIONSHIP MANAGER FOR U.S. BANK, NA, IN GOVERNMENT BANKING DIVISION. FULL TIME EMPLOYEE OF US BANK. EMPLOYED JANUARY 2005. RESPONSIBILITIES INCLUDE OVERSIGHT OF CREDIT ACTIVITIES FOR GOVERNMENTAL CUSTOMERS FOR BANK CREDIT PRODUCTS. Municipal credit analyst for U.S. Bank, NA. Also perform some consulting work for high net worth individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-23 |
Reach out to this advisor