Best Investors
Account
Sign in
Best Investors
Account
Sign in
401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| FL | RA | APPROVED | 2024-12-26 |
| IL | RA | APPROVED | 2024-10-25 |
| OH | RA | APPROVED | 2024-10-25 |
Branch Locations
Upper Arlington, OH • United States
401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Columbus | OH | 01/2007 | 04/2021 |
| Fifth Third Securities | Columbus | OH | 02/2007 | 04/2021 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2021 | 11/2024 |
| Objective Capital Management, Llc | Chicago | IL | 04/2021 | Present |
1. Objective Capital Management, LLC, Start Date: 04/30/2021, 401 N Michigan Ave., Ste. 650, Chicago, IL 60611, LLC, RIA, Managing Director And Private Wealth Advisor, Private Wealth Advisor at RIA, providing Financial planning services and portfolio management, Investment Related, 140 Hours per month, 7 Hours per day during trading hours. 2. Tosh Watt Partners, LLC., Start Date: 04/30/2020, 401 N Michigan Ave., Ste. 650, Chicago, IL 60611, LLC, Administrative Operations, Managing Director, Manage income and expenses for tax reporting, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 3. Juvenile Diabetes Research Foundation - Board of Directors Member: Southern and Central Ohio Chapter; Investment related: No; 1733 W LANE AVE COLUMBUS OH 43220 USA; Duties: Provide volunteer leadership in the central Ohio community to ensure the organization is achieving it's fundraising goals. Advocate to build and sustain critical support for those living with Type 1 Diabetes.; 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-28 |
Reach out to this advisor