Best Investors
Account
Sign in
Best Investors
Account
Sign in
7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-01-07 |
Branch Locations
7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cincinnati | OH | 03/2003 | Present |
| Lincoln National Life Ins Co | Cincinnati | OH | 03/2003 | Present |
| Family Wealth Advisory Group, Llc | Cincinnati | OH | 01/2005 | Present |
| Kaplan College | Boca Raton | FL | 07/2002 | Present |
1. AGENT FOR LIFE & HEALTH INSURANCE AND VARIABLE ANNUITIES THROUGH APPOINTMENTS WITH VARIOUS OUTSIDE INSURANCE FIRMS THAT ARE ON APPROVED LFA LIST. 2. AMEDF (AMERICAN EDUCATION FOUNDATION)-A 501-C-3 ORGANIZATION-COLLEGE FINANCIAL AID PLANNING-PO BOX 1685 AMHERST NY 14226-9/3/04 TO PRESENT-TRUSTEE OF SOUTHERN OHIO CHAPTER BOARD AND AN INSTRUCTOR/TEACHING SEMINARS-8 HRS PER MONTH ON AVERAGE IN TOTAL, 5 HRS PER MONTH ON AVERAGE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-20 |
Reach out to this advisor