Best Investors
Account
Sign in
1600 West Lane Avenue Suite 270, Columbus, OH 43221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-23 |
Branch Locations
1600 West Lane Avenue Suite 270, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 06/2021 | 12/2021 |
| Kohl's | Middletown | OH | 06/2020 | 08/2020 |
| Usa Hockey | Oxford | OH | 09/2017 | 03/2021 |
| Fair Valley Country Club | Dayton | OH | 05/2019 | 08/2019 |
| Kittyhawk Golf Course | Dayton | OH | 08/2016 | 08/2018 |
| Miami University Of Ohio | Oxford | OH | 08/2019 | 05/2020 |
| Sidney Electric Company | Sidney | OH | 12/2018 | 01/2021 |
| Summit Financial Strategies | Columbus | OH | 02/2022 | 06/2025 |
| G2 Capital Management, Llc | Columbus | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
Reach out to this advisor