Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-09 |
| OH | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 05/2015 | 03/2019 |
| Nylife Securities Llc | Waltham | MA | 04/2017 | 03/2019 |
| Mass Mutual Life Insurance Company | Boston | MA | 02/2019 | 01/2021 |
| Mml Investors Services | Boston | MA | 02/2019 | 01/2021 |
| Pruco Securities, Llc. | Wakefield | MA | 01/2021 | 10/2023 |
| Prudential Insurance Company Of America | Wakefield | MA | 01/2021 | 10/2023 |
| Western & Southern Life | Cincinnati | OH | 10/2023 | Present |
| W&S Brokerage Services, Inc. | Cincinnati | OH | 10/2025 | Present |
Western & Southern Life - No - Cincinnati, OH - Advanced Markets Consultant///Anhara Stays LLC, Raleigh NC, Member-Founder, Short and mid term rentals, 05/18/26, Not investment related, rental fees///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-17 |
Reach out to this advisor