Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
105 N. Chestnut Street, Saint Marys, OH 45885 • United States
570-E East Kremer-Hoying Road, St. Henry, OH 45883 • United States
52 N Main St, Minster, OH 45865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Minster | OH | 07/2020 | 11/2024 |
| Bowling Green State University | Bowling Green | OH | 01/2020 | Present |
| Cmc Group | Bowling Green | OH | 08/2019 | 12/2019 |
| Emerson Climate Technologies | Sidney | OH | 01/2019 | 08/2019 |
| Bowling Green State University | Bowling Green | OH | 08/2018 | 12/2018 |
| Bertke Builders Llc | North Star | OH | 05/2018 | 08/2018 |
| Mount St. Joseph University | Cincinnati | OH | 08/2017 | 05/2018 |
| Arrowhead Golf Course | Minster | OH | 06/2013 | 08/2017 |
| Minster Local Schools | Minster | OH | 01/2010 | 05/2017 |
| Prudential Insurance Company Of America | Minster | OH | 11/2020 | Present |
| Lpl Enterprise, Llc | Minster | OH | 11/2024 | Present |
1) 10/21/2024- Wealthpoint Healthcare LLC- Non-Variable Insurance- Owner - Manage agents- INV Related- At Minister, Ohio- Start Date 01/01/2024- 10 HRS MTH- 0 HRS During trading 2) 10/14/2024- Wealthpoint Properties LLC- Owner - Managing Real Estate- Owner - Managing Real Estate- INV Related- At Minister, Ohio- Start Date 07/01/2023- 10 HRS MTH- 0 HRS During trading 3) 10/04/2024- WealthPoint Financial Services- Business Entity For Tax/Investment Purposes Only- Owner - Administrative- INV Related- At Minister, Ohio- Start Date- 01/01/2023- 20 HRS MTH- 0 HRS During Trading 4) 10/04/2024- Southwest Auglaize County Chamber of Commerce- Non-Profit Board Member- Board Member - Planning events and making board decisions- INV Related- At Minister, Ohio- Start Date 05/01/2024- 4 HRS MTH- 2 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-05 |
Reach out to this advisor