Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
| OH | RA | APPROVED | 2024-08-05 |
| KY | RA | APPROVED | 2024-08-02 |
Branch Locations
125 West Mulberry Street, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Protective Life Insurance Company | Covington | KY | 09/2021 | 01/2023 |
| Concourse Financial Group Securities, Inc | Covington | KY | 09/2021 | 01/2022 |
| Fifth Third Bank | Cincinnati | OH | 05/2020 | 08/2021 |
| Alexandria Brewing Company | Alexandria | KY | 05/2021 | 01/2023 |
| Tulane University | New Orleans | LA | 08/2016 | 12/2016 |
| University Of Cincinnati | Cincinnati | OH | 01/2017 | 05/2021 |
| Investment Distributors, Inc. | Covington | KY | 01/2022 | 01/2023 |
| Rkca, Inc. | Cincinnati | OH | 01/2023 | 05/2024 |
| Rkca Services, Llc | Cincinnati | OH | 01/2023 | 05/2024 |
| Ameriprise Financial Services, Llc | Lancaster | OH | 05/2024 | Present |
Outside Employment; JC & Co.; Employee; Tax Preparation; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 10/01/2024; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
Reach out to this advisor