Best Investors
Account
Sign in
One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-25 |
| CA | RA | APPROVED | 2025-01-03 |
| NV | RA | APPROVED | 2025-01-03 |
| MN | RA | APPROVED | 2023-08-10 |
| FL | RA | APPROVED | 2023-01-11 |
| GA | RA | APPROVED | 2017-01-31 |
| OR | RA | APPROVED | 2017-01-19 |
| ID | RA | APPROVED | 2017-01-06 |
| AZ | RA | APPROVED | 2017-01-05 |
| CO | RA | APPROVED | 2017-01-03 |
| WA | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Des Moines | IA | 07/1986 | 12/2016 |
| Integrated Business Network, Inc | Spokane | WA | 03/2002 | Present |
| Integra Financial Services, Inc | Spokane | WA | 06/2010 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2017 | Present |
| Ohio National Financial Services | Cincinnati | OH | 04/2003 | Present |
1) Shadle Park High School Varsity Fast Pitch; 4327 N Ash Street Spokane WA 99205; not investment related; Varsity Fast Pitch Assistant Coach; 02/2016-present; 02/2016-present; 20 hours/month (0 during market hours); assistant coach for 3 months of the year spring quarter. 2) Sherwood Beach Properties LLC; not investment related; 276 Sherwood Beach Road Coolin ID 83821l; Personal Real Estate property in trust; President; 06/2010-present; 20 hours/month(0 during market hours); personal real estate. 3) Priest Lake Golf Course Estate LLC; not investment related; 768 Fairway Drive Priest Lake, ID 83856; Rental Property; owner; 06/2010-present; 10 hour/month; property management. 4) Luby Baby Properties LLC; not investment related; 941 Luby Bay Road. Priest Lake ID 83856; Rental Property; president; 07/2013-present; 5 hours/month (0 during market hours); property management. 5) Isagenix Inc.; not investment related; 2225 S Price Road; handler AZ 85248; health products; independent product use; 07/2013-present; 1 hour/month (0 during market hours); health product. 6) Insurance Sales; investment related; 3010 W. Alison Avenue Spokane WA 99201; 06/2012-present; 30/hours/month (30 during market hours); LTC life, disability, annuities, health through various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-07 |
Reach out to this advisor