Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
Springboro, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Cincinnati | OH | 12/2013 | 09/2016 |
| Creative Planning | Overland Park | KS | 09/2016 | 11/2020 |
| Fisher Investments | Camas | WA | 11/2020 | 11/2023 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 01/2024 | 04/2024 |
| Unemployed | Springboro | OH | 11/2023 | 01/2024 |
| Fidelity Investments | Cincinnati | OH | 04/2024 | Present |
| Pruco Securities Llc | Cincinnati | OH | 01/2024 | 04/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109049|OrgNmn:MDA Real Estate|Org Addr:Springboro,Ohio,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Owner |StrtDt:11-03-14|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-29 |
| S66 | Uniform Combined State Law Examination | 2009-05-06 |
Reach out to this advisor