Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
3989 Broadway Suite 1031, Grove City, OH 43123 • United States
778 Northwest Blvd, Columbus, OH 43212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Beavercreek | OH | 01/2018 | 02/2021 |
| Edward Jones Investments | Beavercreek | OH | 08/2017 | 12/2017 |
| Edward Jones Investments | Beavercreek | OH | 06/2017 | 08/2017 |
| Franklin Univesity | Columbus | OH | 01/2017 | 05/2017 |
| Springfield Police Division | Springfield | OH | 07/2008 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 02/2021 |
| Guardian Life Insurance Company | West Chester | OH | 02/2021 | 04/2021 |
| Park Avenue Securities Llc | West Chester | OH | 02/2021 | 04/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2019 | 04/2021 |
| Cetera Advisors Llc | St. Cloud | MN | 04/2021 | Present |
| Thrive Peer Support | Solon | OH | 12/2022 | 08/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Liberty Ridge Wealth Partners Dba/Liberty Ridge Partners Llc | Grove City | OH | 03/2026 | Present |
| Liberty Wealth Partners Llc | Grove City | OH | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: GREATER MONTGOMERY COUNTY CRITICAL INCIDENT STRESS MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: 6056 DAYTON SPRINGFIELD ROAD SPRINGFIELD, OH 45502; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FINANCIAL OVERSIGHT OF CASH FLOW, REVIEWING FINANCIAL STATEMENTS, LOOKING FOR RED FLAGS, MAKING SURE INTERNAL CONTROLS ARE IN PLACE, FINANCIAL REPORTING TO THE BOARD, AND HELPING WITH BUDGETS; 3) NAME OF OTHER BUSINESS: Liberty Ridge Partners LLC DBA Liberty Ridge Wealth Partners INVESTMENT RELATED: YES, ADDRESS: 5933 HONEY FARM WAY GROVE CITY OH 43123 NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/05/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: Offering securities, advisory, and insurance services. 4) NAME OF OTHER BUSINESS: LIBERTY WEALTH PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: 5933 HONEY FARM WAY GROVE CITY OH 43123 NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/17/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR THE DAY-TO-DAY OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-14 |
Reach out to this advisor