Best Investors Account Sign in
Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-09
OH RA APPROVED 2023-05-03
  • TX RA
    APPROVED
    Since 2023-11-09
  • OH RA
    APPROVED
    Since 2023-05-03

Branch Locations

4555 Lake Forest Dr Ste 650, Cincinnati, OH 45242 • United States

312 Walnut St Ste 1600, Cincinnati, OH 45202 • United States

4030 Smith Rd Ste 200, Cincinnati, OH 45209 • United States

9078 Union Center Blvd Ste 350, West Chester, OH 45069 • United States

7310 Turfway Rd Ste 550, Florence, KY 41042 • United States

120 N. High Street, Hillsboro, OH 45133 • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-03
  • OH RA
    APPROVED
    Since 2023-05-03

Branch Locations

Hillsboro, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 01/2023 Present
Fenix Parts Hillsboro OH 10/2022 Present
Reno's Auto Parts Inc. Hillsboro OH 09/2005 10/2022
Hillsboro City Schools Hillboro OH 08/2016 07/2017
Lincoln Investment Fort Washington PA 05/2023 Present
Capital Analysts Fort Washington PA 05/2023 Present
  • 01/2023 → Present
    Fort Washington, PA
  • 10/2022 → Present
    Fenix Parts
    Hillsboro, OH
  • 09/2005 → 10/2022
    Reno's Auto Parts Inc.
    Hillsboro, OH
  • 08/2016 → 07/2017
    Hillsboro City Schools
    Hillboro, OH
  • 05/2023 → Present
    Fort Washington, PA
  • 05/2023 → Present
    Fort Washington, PA
Other Businesses

SARAH SMART POSITION: Owner NATURE: Taxes, Accounting and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 459 Vine Street, Hillsboro OH 45133, United States DESCRIPTION: Preparing and filing taxes, etc. FENIX PARTS POSITION: account data analyst. NATURE: Resale of recycled auto parts INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 860 Airport FWY, Suite 701, Hurst TX 76054, United States DESCRIPTION: I will reconcile and research past due customer accounts. Hillsboro Indians Pride Middle & High School PTO Position: Treasurer Nature: Parent teacher organization to enhance parent and student participation at Hillsboro Middel and High School Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 5/1/2026 Address: 550 US 62 Hillsboro, Ohio 45133 Description: I will make deposits, writing checks, help budget for activities Smart Financial, LLC Position: owner, Managing Member, Member, Agent Nature: Tax/Accounting Purposes, Marketing, Life Insurance & Fixed Annuities Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 4/1/2026 Address: 120 N. High Street Hillsboro, Ohio 45133 Description: managing my office. I will pay my administrative assistant. Sales and service of life insurance and fixed annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10
Designations
Other Names
  • Sarah Mcwilliams

View on SEC IAPD

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor