Best Investors
Account
Sign in
Best Investors
Account
Sign in
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-12 |
| OH | RA | APPROVED | 2022-06-06 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2022 |
| Daymark Wealth Partners, Llc | Cincinnati | OH | 06/2022 | Present |
1.) TREETOPS OF ANDERSON; INVESTMENT RELATED; CINCINNATI,OH; TREASURER; START DATE 05/29/2020; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; WRITING CHECKS FOR NEIGHBORHOOD BEAUTIFICATION, SIGNS, AND MAINTENANCE. 2.) LEGAL AND GENERAL (BANNER LIFE INSURANCE COMPANY) VIA RYAN MCCALL OF CAPITAS; INVESTMENT RELATED; FREDRICK, MD; INSURANCE AGENT; 06/2024; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURNG TRADING 0; ONE TIME SELL OF INSURANCE POLICY THAT WAS BETTER FOR CLIENT. 3.) COVINGTON BUSINESS COUNCIL, NON INV-RELATED, 50 E RIVERCENTER BLVD #160, COVINGTON, KY 41011, ROUNDTABLE, MEMBER, START DATE:05/2026, 4HRS PER MONTH, 0HRS PER MONTH DURING TRADING HRS, NETWORKING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-07 |
Reach out to this advisor