Best Investors
Account
Sign in
Best Investors
Account
Sign in
725 Delta Ave, Cincinnati, OH 45226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Habitat For Humanity Of Greater Cincinnati | Cincinnati | OH | 02/2022 | Present |
| Self Employed | Cincinnati | OH | 07/2021 | 02/2022 |
| Clinical Health Network For Transformation Via Trinet Peo | Houston - Remote | OH | 02/2021 | 06/2021 |
| Planned Parenthood Southwest Ohio Region | Cincinnati | OH | 01/2014 | 02/2021 |
Habitat for Humanity of Greater Cincinnati. Not investment related. 4910 Para Drive Cincinnati, Ohio 45237. Providing affordable homes to first time home buyers. CFO 02/2020 160 hours/month 130 hours/month during securities training hours Oversee accounting department, accounting IT department, budget & cash management, financial statement preparation for board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
Reach out to this advisor