Best Investors
Account
Sign in
Best Investors
Account
Sign in
7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-29 |
Branch Locations
7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Woodland Hills | CA | 03/2018 | 11/2018 |
| Aig Capital Services, Inc. | Woodland Hills | CA | 03/2018 | 07/2021 |
| Unemployed | Matthews | NC | 12/2017 | 03/2018 |
| R&S Funds | Villanova | PA | 05/2015 | 08/2016 |
| Victory Capital | Greenwood Village | CO | 08/2016 | 02/2017 |
| Icon Advisers | Greenwood Village | CO | 05/2017 | 11/2017 |
| American General Life Insurance | Jersey City | NJ | 11/2018 | 07/2021 |
| Pacer Financial, Inc. | Malvern | PA | 08/2021 | 03/2023 |
| Advisors Asset Management, Inc | Monument | TX | 03/2023 | 04/2025 |
| Beacon Capital Management | Dayton | OH | 09/2025 | Present |
| Unemployed | Charlotte | NC | 04/2025 | 09/2025 |
1) Carolinas Umpire Association. Board Member. PO Box 11231 Charlotte, NC 28220. Advise and council on how to best serve the needs of fellow umpires in our non-profit association. Not securities or investment related. RR is not compensated. 2) THE BOARD POSITION. NON-PROFIT MEN'S MINSTRY. NOT INVESTMENT RELATED. START DATE 09/2024. SATURDAY MONRING MEETINGS TO ADVISE AND COUNCIL. APPROX 4 HOURS PER MONTH (NONE DURING TRADING HOURS). RR IS NOT COMPENSATED FOR THIS OBA ACTIVITY. 3) THE SPIRITUAL LOCKERROOM. BOARD MEMBER. 3217 CUMBERLAND DR., EDMOND, OK. 73034. JAN 2026 START DATE. RR ADVISES AND COUNCILS, REGARDING TEACHING, UNDERSTANDING AND LEARNING ABOUT SCRIPTURE FOR THE NON-PROFIT MEN'S MINISTRY. APPROXMIATELY 4 HOURS PER MONTH (NONE DURING TRADING). RR DOES NOT RECEIVE COMPENSATION FOR THIS OBA ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-04 |
Reach out to this advisor