Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-07 |
| SC | RA | APPROVED | 2026-08-06 |
| NC | RA | APPROVED | 2026-07-10 |
| DE | RA | APPROVED | 2026-06-30 |
| NJ | RA | APPROVED | 2026-06-30 |
| PA | RA | APPROVED | 2026-06-09 |
| MI | RA | APPROVED | 2026-05-12 |
| VA | RA | APPROVED | 2026-05-07 |
| AR | RA | APPROVED | 2026-04-21 |
| WI | RA | APPROVED | 2026-04-08 |
| IN | RA | APPROVED | 2026-02-25 |
| AZ | RA | APPROVED | 2026-02-24 |
| UT | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-09 |
| CA | RA | APPROVED | 2026-01-27 |
| MD | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chelsea Financial Services | Staten Island | NY | 08/2023 | 11/2023 |
| Evershore Financial Group | Palm Beach Gardens | FL | 03/2023 | 06/2023 |
| Insight Trade | West Palm Beach | FL | 08/2022 | 12/2022 |
| Cisick Planning | Collegeville | PA | 06/2022 | 08/2022 |
| Palm Beach Atlantic University | West Palm Beach | FL | 09/2020 | 05/2023 |
| Pope John Paul Ii Highschool | Collegeville | PA | 09/2016 | 06/2020 |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2023 | Present |
| O.N. Investment Management Company | Cincinnati | OH | 11/2023 | Present |
1). Insurance Sales; 4894 S. Kay Street, Palm Beach Gardens, FL 33418 yes investment related; insurance sales; agent; 10/11/2023-present; 40 Hours per month (20 hours during securities trading hours). currently studying.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-29 |
Reach out to this advisor