Best Investors
Account
Sign in
255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-03-24 |
Branch Locations
255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Cincinnati | OH | 07/2011 | 02/2018 |
| Unemployed | Cincinnati | OH | 02/2018 | 05/2018 |
| Constellation Wealth Advisors, Llc | Cincinnati | OH | 05/2018 | Present |
| Quadrant Capital Group, Llc | Cincinnati | OH | 05/2018 | Present |
J. Stewart Capital Holdings, dba Woodhouse Spa, Northern Kentucky; and dba Woodhouse Spa, Lexington, Kentucky (not investment related); 2808 Turkeyfoot Rd., Crescent Springs, KY 41071; day spa; Franchise Part-Owner; ; start date 2/2017; 40 hrs./month; 8 hrs/month during trading hours; Manage the team/financial affair. -----Entity/Business Name: Cincinnati Art Museum; Investment related (Y/N): Y; Address: 953 Eden Park Drive, Cincinnati, OH 45202; Nature of the Business: Museum of fine art and the first purpose-built art museum west of the Alleghenies; Position/Title/Relationship: Trustee, Finance and Nominating Committees; Start Date: September 2011; Approximate # of hours a month: 8; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the museum's initiatives and programs as a museum Trustee -----Entity/Business Name: Groundwork Ohio; Investment related (Y/N): Y; Address: 175 S. 3rd Street, Suite 420, Columbus, OH 43215; Nature of the Business: State advocacy not-for-profit dedicated to early childhood education and well-being; Position/Title/Relationship: Board of Directors; Start Date: January 2024; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives and a member of the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-19 |
Reach out to this advisor