Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-27 |
Branch Locations
600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett & Co Llc | Cincinnati | OH | 03/2012 | 04/2018 |
| Bartlett & Co Wealth Management | Cincinnati | OH | 04/2018 | Present |
1.) Cincinnati Art Museum; Not investment-related; 953 Eden Park Dr, Cincinnati, OH 45202; Art Institution; Collections Committee Member; Start date 9/1/2023; 10 hours or less per month; 0 hours during trading hours; Collections Committee Member 2.) Cincinnati Museum Center; Not investment-related; 1301 Western Ave, Cincinnati, OH 45203; Art Institution; Investment Committee Member; Start date 3/29/2024; 10 hours or less per month; 0 hours during trading hours; Investment Committee Member 3.) Economic Center of the University of Cincinnati; Not investment-related; 225 Calhoun St. Cincinnati OH 45219; Educational Institution; Economic research and financial literacy Board Member; Start date 3/31/2019; 10 hours or less per month; 0 hours during trading hours; Economic research and financial literacy Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-05 |
Reach out to this advisor