Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-02-16 |
| CA | RA | APPROVED | 2013-01-04 |
Branch Locations
3454 Indian Ridge Circle, Thousand Oaks, CA 91362 • United States
One Financial Way, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O. N. Equity Sales Company | Cincinnati | OH | 12/2012 | Present |
| Robert Walker | Thousand Oaks | CA | 06/1982 | Present |
1) ROBERT WALKER; NOT INVESTMENT RELATED; 2945 TOWNSGATE ROAD, SUITE 200 WESTLAKE VILLAGE CA 91361 ; INSURANCE SALES; AGENT; START DATE 06/01/1982; HOURS/MONTH 10; HOURS/TRADING 5; SELLING LIFE AND HEALTH INSURANCE. 2) WEALTH CORNERSTONES; INVESTMENT RELATED; 2945 TOWNSGATE ROAD, SUITE 200 WESTLAKE VILLAGE, CA 91361; ALL INSURANCE & INVESTMENT BUSINESS TO BE MARKETED; CEO, CHAIRMAN, OWNER; 09/01/2013 ; 160 HOURS PER MONTH ( 160 HOURS PER MONTH); RECRUITING & DEVELOPING OF ASSOCIATES GROWTH OF FIRM & SALES. INSURANCE LINES OFFERED: LIFE, DISABILITY, LONG TERM CARE AND HEALTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
Reach out to this advisor