Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryder Systems | Miami | FL | 12/2019 | 09/2021 |
| Brink Brewing Company | Cincinnati | OH | 02/2017 | 09/2019 |
| Ryder Systems | Miami | FL | 05/2013 | 01/2017 |
| Fidelity Investments | Covington | KY | 09/2021 | Present |
| Personal Consultation Of Logistics | Cincinnati | OH | 07/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132356|OrgNmn:J Price Designs|Org Addr:Cincinnati,Ohio,US|OBA Nature:Interior Design|Invst Rel:N|Title:Partner|Duties:Assist wife with finances |StrtDt:05-01-26|TotHrs/mon:5|TrdHrs/mon:0|OBA-122037|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Driver|Invst Rel:N|Title:Driver|Duties:Drive on App|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-16 |
Reach out to this advisor