Best Investors
Account
Sign in
Best Investors
Account
Sign in
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-29 |
Branch Locations
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-25 |
Branch Locations
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 09/2013 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2021 |
| Wealth Dimensions Group, Ltd. | Cincinnati | OH | 07/2021 | Present |
Robert is also licensed to sell insurance in Ohio and Kentucky in order to offer such insurance products to clients as a convenience to those clients with insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-29 |
Reach out to this advisor