Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-07 |
| OH | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Cininnati | Cincinnati | OH | 06/2013 | 06/2018 |
| Cohen And Co | Cleveland | OH | 01/2018 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Cincinnati | OH | 08/2018 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 08/2018 | 12/2023 |
| Jess Hauer Masonry Inc | Cincinnati | OH | 08/2017 | 08/2018 |
| The Habegger Corporation | Cincinnati | OH | 01/2017 | 04/2017 |
| 3Cdc | Cincinnati | OH | 11/2019 | 12/2020 |
| Northwestern Mutual Wealth Management Company | Cincinnati | OH | 07/2021 | 12/2023 |
| 3Cdc | Cincinnati | OH | 08/2021 | 09/2021 |
| Levy Restaurants | Cincinnati | OH | 09/2021 | 12/2024 |
| Evereve | Cincinnati | OH | 11/2022 | 11/2023 |
| Fidelity Investments | Covington | KY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-14 |
Reach out to this advisor