Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc. | Covington | KY | 02/2019 | 03/2025 |
| Ll Bean | Cincinnati | OH | 11/2017 | 02/2018 |
| Funky's Catering | Cincinnati | OH | 01/2016 | 02/2018 |
| Taylor Mill Swim Club | Taylor Mill | KY | 05/2010 | 07/2018 |
| Skylight Financial Group | Cincinnati | OH | 09/2018 | 11/2018 |
| Fidelity Personal And Workplace Advisors | Covington | KY | 04/2023 | 03/2025 |
| Concentric Wealth Management | Cincinnati | OH | 03/2025 | Present |
| Avantax Investment Services Inc | Cincinnati | OH | 03/2025 | 06/2025 |
| Avantax Advisory Services | Cincinnati | OH | 03/2025 | 06/2025 |
| Keating Muething & Klekamp Pll | Cincinnati | OH | 01/2016 | 02/2019 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. Start Date: 06/3/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-10 |
Reach out to this advisor