Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-20 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 06/2012 | 03/2020 |
| Rebold, Rosenacker & Sexton Funeral Home | Cincinnati | OH | 03/2020 | 09/2020 |
| Ifs | Cincinnati | OH | 10/2021 | Present |
| Touchstone Securities Inc | Cincinnati | OH | 10/2021 | Present |
| Unemployed | Hebron | KY | 09/2020 | 10/2021 |
Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
Reach out to this advisor