Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-08 |
Branch Locations
835 N 21St St, Newark, OH 43055 • United States
113 N Fifth St, Ste 104, Zanesville, OH 43701-3533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newark | OH | 10/2016 | 01/2022 |
| Park National Bank | Neward | OH | 11/2015 | 09/2016 |
| Capella University | Junction City | MN | 01/2014 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Newark | OH | 03/2017 | 01/2022 |
| Park National Bank | Neward | OH | 11/2015 | 09/2016 |
| Lpl Financial Llc | Newark | OH | 01/2022 | 03/2022 |
| U.S. Bancorp Investments, Inc. | Pickerington | OH | 04/2022 | 02/2023 |
| Manning & Napier Advisors, Llc | Fairport | NY | 02/2023 | 03/2025 |
| Manning & Napier Investment Services, Inc. | Fairport | NY | 02/2023 | 03/2025 |
| The Community Bank- Ohio | Zanesville | OH | 03/2025 | Present |
| Lpl Financial | Zanesville | OH | 04/2025 | Present |
1)04/07/2025 - Community Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/07/2025 - The Community Bank-Ohio - The Community Bank-Ohio - Inv Rel - At Reported Business Location(s) - Start: 03/2025 - 5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
Reach out to this advisor