Best Investors
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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-30 |
Branch Locations
1133 Medina Road Suite 300, Medina, OH 44256 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Cleveland | OH | 04/2019 | 02/2022 |
| Charles Schwab | Richfield | OH | 03/2004 | 03/2019 |
| The Huntington Investment Company | Columbus | OH | 09/2019 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 02/2022 | 06/2023 |
| Huntington National Bank | Cleveland | OH | 02/2022 | 06/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
LOLO'S SWEET TREATS; NOT INVESTMENT RELATED; PERSONAL RESIDENCE; BAKERY; EMPLOYEE; 6/6/2026; 20 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DURING TRADING; DAUGHTER'S BAKERY BUSINESS WHICH IS RUN OUT OF A PERSONAL RESIDENCE SEASONALLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-22 |
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