Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-07-20 |
Branch Locations
7927 East Kemper Rd Suite B, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financail Group | Cincinnati | OH | 02/2010 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2010 | Present |
1. Fixed insurance sales; as of 2011, 20% of time spent during business hours, conducted at branch location; investment related. 2. Bookkeeper, G.H. Climbing, LLC, DBA Elite Performance Climbing; located in Mason, OH; as of 10/07/2022; 5% of time spent during business hours; not conducted at branch location; not investment related. 3. Mentor Coordinator with BNI Cincy North; Located at 7395 Mason Montgomery Road, Mason OH 45040, as of 10/17/2019; <1% time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-owner, North Lake Office LLC; an entity created for the purpose of buying and managing commercial real estate at 7927 East Kemper Rd., Suite B, Cincinnati, OH 45249, as of 10/01/2025; 1% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, SBTD LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2025; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-12 |
Reach out to this advisor