Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 04/2013 | 09/2019 |
| Tinas Bar | Cincinnati | OH | 08/2016 | 10/2017 |
| Fifth Third Securities, Inc. | Cincinnati | OH | 03/2018 | 09/2019 |
| Boca Restaurant Group | Cincinnati | OH | 05/2019 | 10/2019 |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 09/2019 | 04/2021 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 09/2019 | 04/2021 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 05/2021 | 02/2026 |
| U.S. Bank | Cincinnati | OH | 05/2021 | Present |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
The Baker Hunt Foundation; Not Investment-related; Covington, KY; Board of Directors; Board Member; 03/01/2026; 01 hours/month; 0 hours/trading; Participation in quarterly meetings to provide information and collaborative oversight of the foundation's goals in tandem with the parent organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-16 |
Reach out to this advisor