Best Investors
Account
Sign in
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-04-30 |
| FL | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Tampa | FL | 02/2024 | Present |
| Bny Mellon Wealth Management | Tampa | FL | 04/2012 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
Reach out to this advisor