Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| IN | RA | APPROVED | 2025-07-17 |
| KY | RA | APPROVED | 2025-02-10 |
| OH | RA | APPROVED | 2024-10-22 |
Branch Locations
270 Bradenton Avenue, Dublin, OH 43017 • United States
9545 Kenwood Road Suite 204, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | West Chester | OH | 08/2010 | 09/2022 |
| Fifth Third Securities | West Chester | OH | 10/2015 | 09/2022 |
| Argi Investment Services, Llc | Louisville | KY | 09/2022 | 04/2023 |
| Cerity Partners | Cincinnati | OH | 04/2023 | 09/2023 |
| Horter Investment Management, Llc | Cincinnati | OH | 10/2023 | 10/2024 |
| Golden Reserve Retirement Llc | Dublin | OH | 10/2024 | Present |
Licensed Insurance Agent - Investment Related - at reported business location(s) - Insurance and annuity sales - Start Date: 10/2024; Hours/month devoted to other business: 40; Hours/month devoted to other business during securities trading hours: 40 -The recommendation, sale and servicing of insurance products and fixed annuities through firm's affiliated insurance entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-16 |
Reach out to this advisor