Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-22 |
| KY | RA | APPROVED | 2026-07-07 |
| OR | RA | APPROVED | 2026-07-02 |
| RI | RA | APPROVED | 2026-06-25 |
| OH | RA | APPROVED | 2026-06-03 |
Branch Locations
8549 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swimsafe Pool Management | Cincinnati | OH | 05/2020 | 08/2021 |
| Cronin Chrysler Dodge Jeep Ram | Lebanon | OH | 05/2022 | 08/2022 |
| Ubs Financial Services | Cincinnati | OH | 06/2023 | 12/2023 |
| University Of Dayton Athletics | Dayton | OH | 12/2024 | 05/2025 |
| Saint Gabriel Consolidated School | Cincinnati | OH | 01/2016 | 05/2017 |
| Western And Southern | Cincinnati | OH | 06/2025 | 07/2025 |
| N/A | Cincinnati | OH | 05/2017 | 08/2017 |
| Saint Ursula Academy | Cincinnati | OH | 08/2017 | 05/2021 |
| University Of Dayton | Dayton | OH | 08/2021 | 05/2025 |
| N/A | Cincinnati | OH | 07/2025 | 09/2025 |
| Lifetime Financial Growth | Cincinnati | OH | 09/2025 | 02/2026 |
| Anheuser Busch | Cincinnati | OH | 07/2025 | 02/2026 |
| Park Avenue Securities | Cincinnati | OH | 02/2026 | Present |
| Guardian Life Insurance Company | Cincinnati | OH | 09/2025 | Present |
Anheuser Busch Brand Ambassador 07/21/2025 600 Vine St # 1910, Cincinnati, OH 45202 15 hours per month 0 hours during trading hours Not investment related 10-25% annual Percentage Ohio Real Estate Licensee-I am licensed to sell real estate, but I am not actively doing so 10/14/2024 No physical address location 0 hours per month 0 hours during trading hours Yes investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
Reach out to this advisor