Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-11 |
Branch Locations
21690 Lorain Road, Fairview Park, OH 44126 • United States
26187 Lorain Road, North Olmsted, OH 44070 • United States
32800 Center Ridge Road, North Ridgeville, OH 44039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Cleveland | OH | 06/1999 | 03/2018 |
| Citizens Securities, Inc | Cleveland | OH | 11/2015 | 03/2018 |
| Citizens Bank | University Heights | OH | 03/2018 | 01/2020 |
| Citizens Securities Inc. | University Heights | OH | 03/2018 | 01/2020 |
| Fifth Third Bank | Cleveland | OH | 01/2020 | Present |
| Fifth Third Securities | Cleveland | OH | 01/2020 | Present |
rental property - Lakewood, OH 44107 - owner/landlord - 20 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
Reach out to this advisor