Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
2149 North Fairfield Road Suite# B, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith, Moses & Co Llc | Beavercreek | OH | 04/2018 | Present |
| Smith, Moses & Co Llc | Beavercreek | OH | 04/2017 | 04/2018 |
| Beavercreek Golf Club | Beavercreek | OH | 05/2013 | 04/2017 |
| Wright State University | Fairborn | OH | 08/2014 | 04/2018 |
| Fsc Securities | Beavercreek | OH | 06/2018 | 11/2023 |
| Osaic Wealth, Inc. | Beavercreek | OH | 11/2023 | Present |
1. SMITH, MOSES, & COZAD LLC POSITION: Certified Financial Planner NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 04/17/2017 ADDRESS: 2149 N. Fairfield Rd., Suite B, Beavercreek OH 45431, United States DESCRIPTION: Assist in client meeting preparation, trading, administrative tasks, investment management, retirement planning, tax planning, estate planning, & insurance. 2. DANIEL GRIFFITH POSITION: Coach NATURE: Powerlifting coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 801 Merrick Place, Beavercreek OH 45434, United States DESCRIPTION: Create programs for athletes, monitor progress, coach technique, & meet day handling.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-24 |
Reach out to this advisor