Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| OH | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Dayton | OH | 08/2022 | Present |
| World Financial Group, Inc. | Dayton | OH | 04/2022 | Present |
| Juttes Landscaping | Fort Recovery | OH | 04/2016 | 08/2021 |
| Student | New Westono | OH | 08/2021 | 04/2022 |
| Joshua Schwieterman | Dayton | OH | 08/2022 | Present |
| Wealthwave | Dayton | OH | 04/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveDaytonOhioUnited StatesYesNone 04/2022PRESENT JOSHUA SCHWIETERMAN/Investment Related - Yes/8153 Garnet Drive Dayton OH 45458 937-262-4555/Clerical and Assistant work/Assistant/08.2022/60/0/Make calls, finish applications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
Reach out to this advisor