Best Investors
Account
Sign in
Columbus, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osu Wexner Medical Center | Columbus | OH | 11/2013 | 06/2021 |
| First Heartland Capital Inc. | Lake St. Louis | MO | 01/2020 | 01/2021 |
| Milestones Financial, Llc | Columbus | OH | 08/2020 | Present |
| Practical Financial Planning | Rocky River | OH | 03/2022 | 05/2022 |
Sole proprietor, owner, landlord. Not investment related. Owner 100%. Owner-occupant 4-unit building under rep's SSN. Receive monthly rent. Start 9/1/12.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
Reach out to this advisor