Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-27 |
Branch Locations
600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett & Co Llc | Cincinnati | OH | 03/2012 | 04/2018 |
| Bartlett & Co Wealth Management | Cincinnati | OH | 04/2018 | Present |
1.) CISE; Not investment-related; 100 E. 8th Street Cincinnati OH 45202; Catholic inner-city elementary schools; Volunteer Position; Start Date 4/8/2019; 10 Hours or less per month; 0 hours during trading hours. 2.) Losantiville Country Club; 3097 Losantiville Ave Cincinnati, OH 45213; Country Club; Treasurer; Start Date 4/5/2021; 10 hours or less per month; 0 hours during trading hours; Board of Directors as Treasurer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
Reach out to this advisor