Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-13 |
Branch Locations
600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gorilla Glue Company | Cincinnati | OH | 10/2009 | 02/2017 |
| Bartlett & Co. Llc | Cincinnati | OH | 02/2017 | 04/2018 |
| Bartlett & Co Wealth Management | Cincinnati | OH | 04/2018 | Present |
1.) Cardinal Spirits, LLC; Not Investment-Related; 922 S. Morton Street, Bloomington, IN 47402; Co-Founder and CFO (May 2013); 10 hours /mo.; 0 hours during trading hours; Preparation of Financial Statements, etc. 2.) Cincinnati Estate Planning Council; Not investment-related; 4010 Executive Park Dr. #100, Cincinnati, OH 45241; Council of estate planners in Cincinnati; 10 hours/mo; 0 hours during trading trading hours; Estate planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
Reach out to this advisor