Best Investors
Account
Sign in
35 Park Avenue, Dayton, OH 45419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 08/2015 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 01/2023 |
| Jessup Wealth Management | Dayton | OH | 05/2018 | 07/2019 |
| Jessup Wealth Management | Dayton | OH | 07/2019 | Present |
Musician; as of 07/11/2019; located at Kettering, OH; 0% time spent during business hours; not conducted at branch, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
Reach out to this advisor