Best Investors
Account
Sign in
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-08 |
Branch Locations
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Akron | OH | 12/1998 | 03/2017 |
| Metlife Securities Inc. | Akron | OH | 12/1998 | 03/2017 |
| Massmutual Life Insurance Company | Centerville | OH | 07/2016 | 12/2022 |
| Mml Investors Services, Llc | Centerville | OH | 03/2017 | 12/2022 |
| Lpl Financial Llc | Cincinnati | OH | 12/2022 | Present |
| National Wealth Management Group, Llc | Cincinnati | OH | 12/2022 | Present |
1. 12/14/2022 - National Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/21/2022 - 80 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through National Wealth Management Group, LLC, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 1040 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
Reach out to this advisor