Best Investors
Account
Sign in
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 | 2022-01-07 |
Branch Locations
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 11/2009 | Present |
| National Wealth Management Group, Llc | Cincinnati | OH | 03/2016 | Present |
1. 12/10/2009: Gerardi Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/28/2016: National Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/10/2016 - 100 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-20 |
Reach out to this advisor