Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2023-02-28 |
Branch Locations
7845 Kenwood Rd, Cincinnati, OH 45236 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Cincinnati | OH | 05/2016 | 10/2020 |
| Argi Investment Services, Llc | Louisville | KY | 10/2020 | 02/2023 |
| Cerity Partners Llc | Cincinnati | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-27 |
Reach out to this advisor