Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-02 |
Branch Locations
3428 Glendale, Toledo, OH 43614 • United States
3355 Secor Rd., Toledo, OH 43606 • United States
6600 Airport Highway, Holland, OH 43528-8419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Holland | OH | 08/2023 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Holland | OH | 08/2023 | 07/2025 |
| Spectrum Communications | Bowling Green | OH | 11/2019 | 11/2021 |
| Fifth Third Bank | Bowling Green | OH | 11/2021 | 08/2023 |
| Cinemark | Maumee | OH | 12/2016 | 05/2019 |
| Unemployed | Grand Rapids | OH | 08/2013 | 11/2016 |
| Unemployed | Grand Rapids | OH | 06/2019 | 10/2019 |
| Fifth Third Bank | Holland | OH | 07/2025 | Present |
| Fifth Third Securities | Holland | OH | 07/2025 | Present |
OrderlyTech LLC - 23581 E 4th St Grand Rapids, OH 43522 - web design - owner - 15 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
Reach out to this advisor