Best Investors
Account
Sign in
Best Investors
Account
Sign in
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-15 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Navigator/Superior Capital Management | Columbus | OH | 06/2018 | 08/2018 |
| Osu Lacrosse | Columbus | OH | 06/2017 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 04/2019 | 09/2020 |
| Morgan Stanley | Columbus | OH | 12/2020 | 01/2022 |
| Jpmorgan Chase | Columbus | OH | 01/2022 | 02/2022 |
| United Planners Financial Services | Scottsdale | AZ | 03/2022 | Present |
| Ohio State University | Columbus | OH | 08/2016 | 12/2018 |
| Premier Lacrosse League | El Segundo | CA | 06/2018 | Present |
| Tcp Asset Management | Columbus | OH | 02/2022 | Present |
1.) PREMIER LACROSSE LEAGUE - PLAYER - SPORTS - EL SEGUNDO, CA - SINCE 06/2018 - NOT INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - WEALTH MANAGEMENT ANALYST - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 02/2022 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT - WEALTH MANAGEMENT ANALYST - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 02/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-17 |
Reach out to this advisor