Best Investors
Account
Sign in
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-11-17 |
Branch Locations
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cincinnati | OH | 11/2013 | 09/2016 |
| Truepoint Inc. | Cincinnati | OH | 10/2016 | Present |
Finance Committee member, Dress for Success Trustee, Junior League of Cincinnati Endowment Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
Reach out to this advisor