Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-27 |
Branch Locations
3805 Edwards Rd Ste 550, Cincinnati, OH 45209 • United States
1776 Mentor Ave., Ste 230, Cincinnati, OH 45212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Cincinnati | OH | 08/2005 | 12/2017 |
| Ameritas Investment Corp | Lincoln | NE | 01/2018 | 06/2019 |
| Living Legacy Financial Services | Cincinnati | OH | 12/2017 | Present |
| Capital Choice Financial Services | Greensboro | GA | 12/2017 | 06/2019 |
| Lpl Financial Llc | Cincinnati | OH | 06/2019 | Present |
1)6/27/19- Living Legacy Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related - Cincinnati, OH - 100% 2)6/27/19- Real Estate Rental- Landlord- Inv. Related- Cincinnati, OH- start date 3/2013 - 2hrs/mth - 1% 3)6/27/19- Real Estate Rental- Landlord- Inv. Related- Cincinnati, OH- start date 6/2015- 1hrs/mth - 1% 4) 2/16/2021 - No Business Name - Investment Related - Cincinnati, Ohio 45232 - Real Estate Rental - Started 03/01/2021 - 2 Hours Per Month During Securities Trading. 5) 8/23/2021 - No Business Name - Not Investment Related - CINCINNATI OH 45213 & 45251 - Outside/W-2 Employment - Independent Contractor / Rental Property Manager - Start Date: 08/25/2021 - 5 Hours Per Month/3 Hours During Securities Trading - Managing three rental properties for the property owner. Duties include, collecting rent checks payable to the owner, maintenance calls, and lease renewals. 6) 09/24/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/27/2021 - 2 Hours Per Month/2 Hours During Securities Trading. 7) 10/26/2023 - Other - presentations - Investment Related - Cincinnati, OH - Start Date 10/19/2023 - 3 Hours Per Month/2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-26 |
Reach out to this advisor