Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| KY | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iams Wealth Management, Llc | Omaha | NE | 03/2018 | 07/2022 |
| The Zois Group Llc | Dayton | OH | 03/2018 | Present |
| Zois Financial Network | Dayton | OH | 07/2015 | 03/2018 |
| Prism Lighting Company Llc | Dayton | OH | 04/2016 | 07/2019 |
| Uncharted Aerial Imagery Llc | Dayton | OH | 10/2016 | 05/2021 |
| Meritum Wealth Management Llc | Cincinnati | OH | 03/2022 | Present |
| Meritum Tax Advisors Llc | Cincinnati | OH | 01/2024 | Present |
(1) Owner of The Zois Group LLC, investment-related, 111 Diamond Drive, Dayton, OH, 45458, Operating Company for insurance business, independent insurance agent, since 03/2018, approximately 12 hours/month during securities trading hours, insurance product sales (life, health, and annuities). (2) Meritum Tax Advisors LLC; not investment-related; 3413 Golden Ave., Cincinnati, OH, 45226; Tax preparation and tax planning; Owner/Enrolled agent; Start 01/2024; 8 hours or less annually as tax preparer and tax planner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
Reach out to this advisor