Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| PA | RA | APPROVED | 2026-05-05 |
| MO | RA | APPROVED | 2026-04-21 |
| KY | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclatchy Llc | Sacramento | CA | 09/2018 | 12/2025 |
| Premier Sotheby's | Sanibel | FL | 03/2017 | 06/2019 |
| Sunlit Realty | Ft. Myers | FL | 01/2015 | 03/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2026 | Present |
NAME: Insurance Sales and Services NATURE: Life Insurance, Disability, Long Term Care and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5-20 START DATE: 3/16/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
Reach out to this advisor