Best Investors
Account
Sign in
Best Investors
Account
Sign in
308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2018-10-23 |
Branch Locations
308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities, Inc | Chicago | IL | 06/2012 | 12/2016 |
| Wealthquest Corporation | Cincinnati | OH | 12/2016 | 07/2018 |
| Benchmark Investment Advisors | Chicago | IL | 07/2018 | Present |
The Evan McPherson Foundation, Inc. Non-profit organization Consult the organization on operations, events and financial matters Officer 2 hours per month not investment related since 01/2025 Fixed Insurance Sales, Loveland OH, 4 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-07 |
Reach out to this advisor