Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| VA | RA | APPROVED | 2025-11-13 |
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Cincinnati, OH • United States
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Premier Volleyball Club | Cincinnati | OH | 12/2019 | 10/2020 |
| Wetherington Golf And Country Club | West Chester | OH | 11/2019 | 10/2020 |
| Skippers Pub | Oxford | OH | 12/2016 | 12/2019 |
| Yellow Brick Ventures Llc | West Chester | OH | 08/2017 | 01/2020 |
| Student | Oxford | OH | 08/2014 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2020 | 01/2021 |
| Northwestern Mutual Investment Services Llc | West Chester | OH | 08/2020 | 01/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2020 | 01/2021 |
| Fidelity Investments | Covington | OH | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
Reach out to this advisor