Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-04 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National | Cincinnati | OH | 10/2012 | 10/2018 |
| Ohio National Equities Inc | Cincinnati | OH | 03/2016 | 10/2018 |
| Ifs Financial Services | Cincinnati | OH | 10/2018 | 12/2023 |
| Touchstone Securities, Inc. | Cincinnati | OH | 10/2018 | 12/2023 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 01/2024 | 04/2025 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 01/2024 | 04/2025 |
| Touchstone Securities | Cincinnati | OH | 10/2025 | Present |
| Unemployed | Cincinnati | OH | 04/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
Reach out to this advisor