Best Investors
Account
Sign in
3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| OH | RA | APPROVED | 2023-05-08 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
7755 Montgomery Road Suite 400, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 06/2019 | 10/2023 |
| Constellation Wealth Advisors | Cincinnati | OH | 01/2019 | 03/2019 |
| Merrill Lynch | Cincinnati | OH | 08/2017 | 12/2018 |
| Procter & Gamble | Cincinnati | OH | 05/2017 | 08/2017 |
| Merrill Lynch | Cincinnati | OH | 05/2016 | 05/2017 |
| Full-Time Education | Cincinnati | OH | 08/2015 | 05/2019 |
| Johnson Investment Counsel | Cincinnati | OH | 10/2023 | Present |
Reach out to this advisor