Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
Branch Locations
13575 Tamiami Trail N, Naples, FL 34110 • United States
4395 Tamiami Trail North, Naples, FL 34103 • United States
1477 Immokalee Road, Naples, FL 34110 • United States
8771 Tamiami Trail, Naples, FL 34108 • United States
5076 Airport-Pulling Road North, Naples, FL 34105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cape Coral | FL | 08/2016 | 07/2023 |
| Fifth Third Securities | Cape Coral | FL | 07/2018 | 07/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2023 | 10/2025 |
| Regions Bank | Fort Myers | FL | 07/2023 | 10/2025 |
| Cetera Investment Advisers Llc | Fort Myers | FL | 08/2023 | 10/2025 |
| Fifth Third Bank | Naples | FL | 11/2025 | Present |
| Fifth Third Securities | Naples | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-02 |
Reach out to this advisor