Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 11/2020 | 03/2023 |
| Kirsch Cpa Group Llc | Hamilton | OH | 08/2019 | 10/2020 |
| Fifth Third Securities, Inc. | Georgetown | OH | 02/2022 | 04/2023 |
| Dick's Sporting Goods, Inc. | Cincinnati | OH | 11/2016 | 09/2019 |
| Dualite Inc | Cincinnati | OH | 01/2013 | 11/2016 |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 12/2019 |
| Goshen College Inc | Goshen | IN | 04/2016 | 03/2017 |
| Music And Event Management, Inc. | Cincinnati | OH | 08/2017 | 09/2017 |
| Jpmorgan Chase Bank, N.A. | Mason | OH | 04/2023 | Present |
| J.P. Morgan Securities Llc | Mason | OH | 04/2023 | Present |
| Dan Beard Council | Bethel | OH | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-05 |
Reach out to this advisor