Best Investors
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Best Investors
Account
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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-07 |
Branch Locations
400 Broadway 4Th Floor, Cincinnati, OH 45202 • United States
3636 S Geyer Rd Ste 220, Saint Louis, MO 63127 • United States
233 E 84Th Dr Ste 204, Merrillville, IN 46410-6399 • United States
Northfield Plaza 5700 Crooks Road, Suite 350, Troy, MI 48098 • United States
2900 Charlevoix Dr Se Ste 330, Grand Rapids, MI 49546-7049 • United States
17197 N Laurel Park Dr Ste 100, Livonia, MI 48152 • United States
8500 W 110Th Street Suite 155, Overland Park, KS 66210-2190 • United States
15321 South 94Th Ave Suite 101, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Cincinnati | OH | 12/1999 | 09/2016 |
| Eagle Strategies Llc | Lubbock | TX | 08/2011 | 09/2016 |
| Western Southern Life | Cincinnati | OH | 09/2016 | Present |
| W&S Brokerage Services | Cincinnati | OH | 10/2016 | Present |
WESTERN SOUTHERN LIFE- NO- CINCINNATI, OH- FULL TIME DVP/// LOVELAND SCHOOL DISTRICT BUSINESS ADVISORY COUNCIL; NOT INVESTMENT RELATED; 757 SOUTH LEBANON RD, LOVELAND, OH 45140; THE COUNCIL HELPS THE SCHOOL DISTRICT DELINEATE EMPLOYMENT SKILLS AND DEVELOP CURRICULUM TO INSTILL THE SKILLS; BOARD MEMBER; STARTED 1/2019; APPROX 4 HOURS PER MONTH WITH 1 HOUR DURING TRADING HOURS; ATTEND MONTHLY MEETINGS AND PROVIDE FEEDBACK AND GUIDANCE TO THE SCHOOL DISTRICT AS IT PERTAINS TO CURRICULUM FOR EMPLOYMENT AFTER GRADUATION FOR STUDENTS// TIGERS INC; NOT INVESTMENT RELATED; LOVELAND, OH; STUDENT MENTORSHIP PROGRAM; BOARD MEMBER; STARTED 10/2019; APPROX 5 HOURS PER MONTH DURING TRADING HOURS; MENTOR TO STUDENTS PROVIDING GUIDANCE AND DIRECTION AROUND PROJECT BASED INITIATIVES//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-08 |
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