Best Investors
Account
Sign in
Oakwood, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| OH | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Kettering | OH | 04/2015 | 01/2024 |
| Prudential Insurance Company Of America | Kettering | OH | 07/2015 | 01/2024 |
| Stage Ready Financial Planning, Llc | Oakwood | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-04 |
Reach out to this advisor