Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
8044 Montgomery Rd Ste 700 Ofc 721, Cincinnati, OH 45236 • United States
70 Birch Alley, Suite 240, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 08/2015 | 07/2017 |
| Fifth Third Securities | Cincinnati | OH | 07/2017 | 12/2021 |
| Fifth Third Bank | Cincinnati | OH | 12/2021 | 11/2025 |
| Lpl Financial Llc | Cincinnati | OH | 01/2026 | Present |
1) 01/2026 - Moto Wealth Partners - Other - Linsco Employee Model - Not Investment Related - At Reported Business Location(s) - Start Date 01/07/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-10 |
Reach out to this advisor