Best Investors
Account
Sign in
Best Investors
Account
Sign in
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| FL | RA | APPROVED | 2025-01-03 |
| KY | RA | APPROVED | 2025-01-03 |
| NJ | RA | APPROVED | 2025-01-03 |
| OR | RA | APPROVED | 2025-01-03 |
| TN | RA | APPROVED | 2025-01-03 |
| VT | RA | APPROVED | 2025-01-03 |
| IL | RA | APPROVED | 2024-10-02 |
| NY | RA | APPROVED | 2024-04-19 |
| IN | RA | APPROVED | 2024-04-18 |
| VA | RA | APPROVED | 2024-04-18 |
| KS | RA | APPROVED | 2023-01-11 |
| AL | RA | APPROVED | 2019-06-07 |
| GA | RA | APPROVED | 2018-09-14 |
| LA | RA | APPROVED | 2018-06-04 |
| TX | RA | APPROVED_RES | 2018-06-02 |
| OH | RA | APPROVED | 2017-09-07 |
Branch Locations
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
9000 Carothers Pkwy, Suite 100, Franklin, TN 37067 • United States
5343 Main Street, Spring Hill, TN 37174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
5343 Main Street, Spring Hill, TN 37174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 02/2014 | 09/2016 |
| Westminster Financial Advisory | Dayton | OH | 09/2016 | Present |
| Smith Wynd Cpa | Franklin | TN | 07/2014 | 11/2025 |
| Smith & Co Advisory Llc | Spring Hill | TN | 10/2024 | Present |
| Smith & Co Cpa Llc | Spring Hill | TN | 11/2025 | Present |
(1) Smith & Co CPA LLC Brad Smith is a partner Not an investment related business. Brad provides a variety of tax compliance, planning, and consulting services to individuals and businesses. Firm began 11/1/2014. Approximate hours per month - 125 (2) Brad Smith CPA LLC Brad Smith is an owner. Not an investment related business. Management entity that is compensated by Smith & Co CPA LLC and Smith & Co Advisory LLC Entity was established 10/16/2000. Approximate hours per month - 20 (3) Westminster Financial Advisory Brad is an investment adviser representative Investment related business Start Date 09/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-01 |
Reach out to this advisor