Best Investors
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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
Branch Locations
4920 W Cypress Street Suite 104, Tampa, FL 33607 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 11/2019 | 08/2020 |
| Miami University | Oxford | OH | 02/2013 | 06/2017 |
| Veritude | Covington | KY | 07/2017 | 11/2019 |
| Oneamerica Securities | Cincinnati | OH | 09/2020 | 09/2021 |
| American United Life | Cincinnati | OH | 07/2020 | 09/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2021 | 02/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2021 | 02/2023 |
| United Advisor Group Dba Modern Wealth Methods | Cincinnati | OH | 02/2023 | Present |
| Fidelity Investments | Covington | KY | 02/2020 | 08/2020 |
| Fidelity Investments | Covington | KY | 07/2017 | 01/2020 |
1. SHERIDAN MURPHY, 1000 Celestial, Unit B, Cincinnati OH 45202, United States, 03/01/2022, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 20 HR/MO TRADING 2. Modern Wealth Methods, 1000 Celestial, Unit B, Cincinnati OH 45202, United States, 09/01/2021, President/owner, Owner/Partner of a Business Entity, NIR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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