Best Investors
Account
Sign in
Best Investors
Account
Sign in
4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
7755 Montgomery Road Suite 350, Cincinnati, OH 45326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Chester | OH | 10/2012 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 06/2019 | 03/2026 |
| Summit Financial, Llc | Parsippany | NJ | 03/2026 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 03/2026 | Present |
1) Summit Financial DBA Sentinel Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. Start date: 03/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 03/2025. 20hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
Reach out to this advisor