Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2026-08-18 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Securities, Llc | Chicago | IL | 05/2013 | 01/2023 |
| Virtus Investment Partners | Dayton | OH | 02/2023 | 08/2026 |
| Vp Distributors Llc | Dayton | OH | 02/2023 | 08/2026 |
| Morgan Stanley | Beavercreek | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
Reach out to this advisor