Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Crestview Hills | KY | 01/2020 | 09/2020 |
| Keller Williams Realty Services | Florence | KY | 05/2015 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2020 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 09/2020 | 04/2022 |
| Avantax Investment Services Inc. | Cincinnati | OH | 04/2022 | 06/2025 |
| Avantax Insurance Agency, Llc | Cincinnati | OH | 04/2022 | 06/2025 |
| Concentric Wealth Management | Cincinnati | OH | 04/2022 | Present |
| Avantax Advisory Services | Cincinnati | OH | 05/2023 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. Start Date: 06/3/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 90
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-09 |
Reach out to this advisor