Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-09 |
| OH | RA | APPROVED | 2018-07-13 |
Branch Locations
5007 Horizons Drive, Columbus, OH 43220 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Upper Arlington | OH | 05/2018 | Present |
| Franklin County Prosecutor's Office | Columbus | OH | 07/2010 | 05/2018 |
Worthington Education Foundation,OhioUnited States43085worthingtoneducationfoundation.orgNoCharityEducationMake funds available for educational projects that go beyond basic curriculum and would otherwise not be funded and/or available via tax dollars.OtherTreasurerProvide reports for board meetings regarding financials. Monitor cash flow activity. Communicate with 3rd party services (audit, banking, and any investment management) and share with board at meetings.14, Start date -8/13/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
Reach out to this advisor