Best Investors
Account
Sign in
Best Investors
Account
Sign in
320 James E. Bohanan Drive, Vandalia, OH 45377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
320 James E. Bohanan Drive, Vandalia, OH 45377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Lima | OH | 06/2011 | 07/2018 |
| J.P. Morgan Securities Llc | Lima | OH | 10/2012 | 07/2018 |
| Resolute Wealth Advisor, Inc. | Lima | OH | 07/2018 | 09/2020 |
| Wealthspire Financial Professionals, Llc | Lima | OH | 09/2020 | 08/2021 |
| Chessie Tax, Llc | Rochester Hills | MI | 01/2021 | 08/2021 |
| Stroh, Johnson, & Company, Llp | Wapakoneta | OH | 01/2021 | 08/2021 |
| Resolute Wealth Advisor, Inc. | Findlay | OH | 08/2021 | Present |
| Sound Financial Investment Management, Llc | Vandalia | OH | 06/2026 | Present |
| Resolute Wealth Advisor | Findlay | OH | 07/2018 | 02/2026 |
1.) OHIO LIFE AND HEALTH; INVESTMENT RELATED; LIMA, OH; LICENSED AGENT FOR LIFE AND HEALTH INSURANCE; INSURANCE SALES; 06/2012; 5 HRS/WK. 2.) TAX PREPERATION; NON-INVESMENT RELATED; LIMA, OH; DATA AND TAX PREPERATION REVIEWS AS AN INDEPENDENT CONTRACTOR; 01/2022; 10 HRS/WK JANUARY-APRIL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-15 |
Reach out to this advisor