Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-08-07 |
Branch Locations
1275 Main Street, Beech Grove, IN 46107 • United States
10523 Heartland Crossing Boulevard, Camby, IN 46113 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 01/2016 | 06/2017 |
| Scottrade Inc | Florence | KY | 06/2017 | 02/2018 |
| Td Ameritrade, Inc. | West Chester | OH | 02/2018 | 04/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2020 |
| Primerica Financial Services | Cincinnati | OH | 01/2021 | 07/2021 |
| Pfs Investments Inc. | Cincinnati | OH | 03/2021 | 07/2021 |
| Cengage Learning | Mason | OH | 04/2020 | 05/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 07/2021 | 07/2023 |
| Western & Southern Life | Cincinnati | OH | 07/2023 | 08/2024 |
| W&S Brokerage Services, Inc. | Cincinnati | OH | 07/2023 | 08/2024 |
| Pnc Investments | Beech Grove | IN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
Reach out to this advisor