Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-28 |
| KY | RA | APPROVED | 2025-03-28 |
| OH | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Middletown | OH | 03/2016 | 06/2018 |
| Unemployed | Na | OH | 06/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2018 | 12/2019 |
| Northwestern Mutual Investment Services Llc | West Chester | OH | 08/2018 | 12/2019 |
| Amazon | Monroe | OH | 11/2019 | 04/2021 |
| Fifth Third Bank | Middletown | OH | 05/2021 | 04/2024 |
| Fifth Third Securities | Middletown | OH | 02/2023 | 04/2024 |
| Lifetime Financial Grownt | Cincinnati | OH | 04/2024 | 08/2024 |
| Guardian Life Insurance | Cincinnati | OH | 08/2024 | Present |
| Park Avenue Securities | Cincinnati | OH | 08/2024 | Present |
1. Wilson Financial LLC, Start Date: 1/17/2024, Address: 2916 Tytus Ave., Middletown, OH 45042, 10 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2. Ohio Notary Public, Start Date: N/A, 10 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3. Wilson Legacy Holdings Inc., Start Date: 5/6/25, Nature: Parent holding company established to own & oversee subsidiary entities, Address: 3420 Atrium Boulevard Ste 160 Middletown, OH 45042, Duties: Owner, 0 total hours per month, Non Investment Related, 4. Wilson Development LLC, Start Date: 5/6/25, Nature: Provides educational & strategy-based services focused on helping individuals & organizations align their personal, professional, and behavioral disciplines with their broader life and financial goals, Address: 3420 Atrium Boulevard Ste 160 Middletown, OH 45042, Duties: Owner/Coaching, 10 total hours per month, 0 during securities trading hours, Non Investment Related, 5. President - Rotary Club of Middletown, Start Date: 7/1/26, Nature: Community service organization, Address: 200 N University Blvd, Middletown, OH 45042, Duties: Provide strategic leadership to the organization, presiding over board and club meetings, overseeing club operations, coordinating community service initiatives and fundraising activities, supporting membership engagement, 10 total hours per month, 4 during securities trading hours, Non Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-08 |
Reach out to this advisor