Best Investors
Account
Sign in
118 E Main St., New Albany, OH 43054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-13 |
| OH | RA | APPROVED | 2019-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Financial Pharmacist | Baltimore | MD | 03/2016 | Present |
Timothy Baker is a principal of Your Financial Pharmacist, LLC, an Ohio limited liability company ("YFP") that provides financial education to licensed pharmacists and pharmacy students, including, but not limited to, education on student loan refinancing. Address: 402 E Fort Avenue, Suite B Baltimore, MD 21230 As disclosed on YFP Planning's Form ADV Part 2B, Mr. Baker receives compensation from YFP. Activities performed by Your Financial Pharmacist, LLC include speaking at pharmacy schools and organizations, hosting webinars, operating blogs and podcast, and the sell of "Seven Figure Pharmacist" (book). To avoid any potential conflict of interest, if a prospective client of YFP Planning has previously engaged with YFP, the prospective client must agree to cease its engagement with YFP prior to signing a client agreement with YFP Planning and must continue to cease that engagement for the duration of the client agreement with YFP Planning. This activity accounts for approximately Approximately 20 hours per month, during securities trading hours. Non-Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-23 |
Reach out to this advisor