Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bishop Fenwick High School | Franklin | OH | 01/2016 | 05/2017 |
| University Of Louisiana At Monroe | Monroe | LA | 08/2017 | 05/2020 |
| Northern Kentucky University - Salmon P. Chase College Of Law | Highland Heights | KY | 08/2020 | 05/2024 |
| Western & Southern Financial Group | Cincinnati | OH | 01/2020 | 09/2021 |
| Western & Southern Financial Group | Cincinnati | OH | 09/2021 | 10/2022 |
| Western & Southern Financial Group | Cincinnati | OH | 10/2022 | 04/2024 |
| Western & Southern Financial Group | Cincinnati | OH | 04/2024 | 05/2025 |
| Western & Southern Life | Cincinnati | OH | 05/2025 | Present |
| W&S Brokerage Services, Inc. | Cincinnati | OH | 12/2025 | Present |
Western & Southern Life - No - Cincinnati, OH - Advanced Market Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
Reach out to this advisor