Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
| OH | RA | APPROVED | 2025-11-05 |
Branch Locations
1800 Crocker Road, Westlake, OH 44145-6958 • United States
Cleveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty-Benton Middle School | Findlay | OH | 07/2016 | 05/2017 |
| Northwestern Mutual | Findlay | OH | 05/2023 | 08/2023 |
| Fidelity Investments | Westlake | OH | 06/2025 | Present |
| The Union Bank Co. | Columbus Grove | OH | 05/2024 | 08/2024 |
| Ohio Northern University | Ada | OH | 07/2022 | 05/2023 |
| Walmart Supercenter | Findlay | OH | 06/2021 | 04/2023 |
| Liberty-Benton High School | Findlay | OH | 07/2017 | 06/2021 |
| Ohio Northern University | Ada | OH | 07/2021 | 05/2022 |
| Lawn Care | Findlay | OH | 07/2016 | 05/2021 |
| Ohio Northern University | Ada | OH | 07/2023 | 05/2024 |
| Ohio Northern University | Ada | OH | 07/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
Reach out to this advisor