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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Supermarkets | Tampa | FL | 02/2014 | 08/2018 |
| Chase Bank | Tampa | FL | 07/2018 | 10/2020 |
| Mutual Of Omaha Morgage | Tampa | FL | 10/2020 | 10/2021 |
| Fifth Third Bank | Tampa | FL | 10/2021 | Present |
| Fifth Third Securities | Tampa | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-28 |
Reach out to this advisor