Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-29 |
| MI | RA | APPROVED | 2014-05-19 |
Branch Locations
2828 Kraft Ave., Suite 268, Grand Rapids, MI 49546 • United States
One Financial Way, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iof Foresters | Grand Rapids | MI | 06/2003 | Present |
| Ohio National Financial Services | Cincinnati | OH | 09/2013 | Present |
| The O. N. Equity Sales Company | Cincinnati | OH | 09/2013 | Present |
| On Investment Management Co | Cincinnati | OH | 05/2014 | Present |
1) JMS FINANCIAL RESOURCE, LLC;NON-INVESTEMENT RELATED;2828 KRAFT AVE SUITE 268 GRAND RAPIDS MI 49512;INSURANCE SALES;OWNER, START DATE 01/01/2007; HOURS/MONTHY 80; HOURS/TRADING 80; fixed life and EIA sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-21 |
Reach out to this advisor