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 | 2025-05-29 |
Branch Locations
6265 N Tuttle Ave, Sarasota, FL 34243 • United States
11215 Us 301 N, Parrish, FL 34219 • United States
3740 Bee Ridge Road, Sarasota, FL 34233 • United States
2035 Cattlemen Rd., Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Bradenton | FL | 10/2022 | Present |
| Gte Credit Union | Lakewood Ranch | FL | 10/2021 | 10/2022 |
| Regions Bank | Bradenton | FL | 05/2021 | 10/2021 |
| Pnc Bank | Wixom | MI | 05/2020 | 05/2021 |
| Bank Of America | Plymouth | MI | 05/2019 | 05/2020 |
| Pnc Bank | Kalamazoo | MI | 05/2016 | 05/2019 |
| Fifth Third Securities | Bradenton | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
Reach out to this advisor