Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| OH | RA | APPROVED | 2026-07-06 |
Branch Locations
8044 Montgomery Rd Floor 02, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 06/2026 | Present |
| J.P. Morgan Securities Llc | Cincinnati | OH | 06/2026 | Present |
| Benchmark Wealth | Cincinnati | OH | 01/2025 | 06/2026 |
| Benchmark Wealth | Cincinnati | OH | 06/2023 | 01/2025 |
| The Regency Condominiums | Cincinnati | OH | 03/2020 | 05/2023 |
| Johnson Investment Counsel | Cincinnati | OH | 08/2022 | 12/2022 |
| Northwestern Mutual | West Chester | OH | 05/2022 | 08/2022 |
| Fidelity Investments | Covington | KY | 06/2021 | 08/2021 |
| University Of Cincinnati Conference & Event Services | Cincinnati | OH | 08/2019 | 08/2020 |
| Unemployed | Cincinnati | OH | 08/2018 | 07/2019 |
| Elder High School | Cincinnati | OH | 07/2018 | 07/2018 |
| Unemployed | Cincinnati | OH | 06/2016 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
Reach out to this advisor