Best Investors
Account
Sign in
Best Investors
Account
Sign in
476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-15 |
Branch Locations
615 Channelside Drive, Suite 207, Tampa, FL 33602 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 05/2020 | 05/2024 |
| Shale Creek Golf Club | Medina | OH | 05/2021 | 08/2023 |
| Indian Ridge Golf Club | Oxford | OH | 08/2022 | 11/2023 |
| Shinto Japanese Steakhouse | Strongsville | OH | 08/2019 | 11/2019 |
| Padua Franciscan High School | Parma | OH | 05/2016 | 05/2020 |
| Northwestern Mutual | Fairlawn | OH | 05/2024 | 06/2024 |
| Edward Jones | Richfield | OH | 10/2024 | 09/2025 |
| Unemployed | Brunswick | OH | 08/2023 | 10/2024 |
| Vicus Capital, Inc. | State College | PA | 10/2025 | Present |
| Wealthkeel Llc | Tampa | FL | 10/2025 | Present |
1.NAME OF OTHER BUSINESS: DBA WEALTHKEEL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: PARA PLANNER START DATE: 10/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR GEN X & GEN Y PHYSICIANS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
Reach out to this advisor