Best Investors
Account
Sign in
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-25 |
Branch Locations
131 Dillmont Drive Suite 101, Columbus, OH 43235 • United States
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 09/2021 | 11/2023 |
| Western And Southern Life | Heath | OH | 07/2021 | 11/2023 |
| Door Dash | Athens | OH | 06/2018 | 07/2021 |
| Evans Landscaping | Cincinnati | OH | 06/2010 | 06/2018 |
| Pinnacle Wealth Planning Services, Inc. | Columbus | OH | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
Reach out to this advisor