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 | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cuyahoga Falls | OH | 03/2020 | Present |
| Citizens Bank | North Canton | OH | 01/2019 | 03/2020 |
| Walmart | Wooster | OH | 10/2018 | 12/2018 |
| Huntington Bank | Akron | OH | 04/2015 | 10/2018 |
| Fifth Third Securities | Cuyahoga Falls | OH | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
Reach out to this advisor