Best Investors
Account
Sign in
Best Investors
Account
Sign in
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-11 |
Branch Locations
10262 Sawmill Parkway, Powell, OH 43065 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Distributors, Inc | Birmingham | AL | 02/2025 | 07/2025 |
| Protective Life Insurance Company | Birmingham | AL | 10/2023 | 07/2025 |
| Zoombezi Bay | Powell | OH | 05/2023 | 10/2023 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 05/2023 |
| Zoombezi Bay | Powell | OH | 05/2022 | 08/2022 |
| Zoombezi Bay | Powell | OH | 05/2021 | 08/2021 |
| Zoombezi Bay | Powell | OH | 05/2020 | 08/2020 |
| Kroger | Powell | OH | 05/2020 | 06/2020 |
| Zoombezi Bay | Powell | OH | 05/2019 | 08/2019 |
| Nanny For Neighbor | Powell | OH | 05/2018 | 08/2018 |
| Olentangy Liberty Highschool | Powell | OH | 08/2014 | 05/2018 |
| Tim Horton'S | Powell | OH | 06/2017 | 10/2017 |
| Unknown | Powell | OH | 07/2025 | 08/2025 |
| Kingsview Wealth Management | Powell | OH | 08/2025 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
| S66 | Uniform Combined State Law Examination | 2025-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-09 |
Reach out to this advisor