Best Investors
Account
Sign in
Best Investors
Account
Sign in
6125 Memorial Dr, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 10/2017 | 03/2024 |
| Shore Morgan Young | Worthington | OH | 07/2017 | 03/2024 |
| Unemployed | Youngstown | OH | 05/2017 | 07/2017 |
| Ohio University Credit Union | Athens | OH | 05/2016 | 05/2017 |
| Meeder Advisory Services, Inc. | Dublin | OH | 03/2024 | Present |
SHORE MORGAN YOUNG WEALTH STRATEGIES POSITION: CIO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/10/2017 ADDRESS: 29 S High St Ste A, New Albany OH 43054, United States DESCRIPTION: Portfolio analysis, portfolio review preparing, trading, heading investment committee, fund manager interaction, client servicing PRIVATE WEALTH STRATEGIES, L.L.C. POSITION: CIO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2018 ADDRESS: 29 S High St Ste A, New Albany OH 43054, United States DESCRIPTION: Portfolio analysis, portfolio review preparing, trading, heading investment committee, fund manager interaction, client servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
Reach out to this advisor