Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-24 |
| KY | RA | APPROVED | 2020-05-05 |
Branch Locations
143 W Woodford St Ste 2, Lawrenceburg, KY 40342-1580 • United States
747 1/2 S Broadway St, Georgetown, KY 40324 • United States
520 E Maxwell St, Lexington, KY 40502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2001 | 04/2020 |
| Ohio National Life Insurance | Cincinnati | OH | 08/2001 | 05/2020 |
| Lpl Financial Llc | Lexington | KY | 05/2020 | Present |
1) 5/5/2020- KELLY CAPITAL GROUP- Non-Variable Insurance- Agent selling life, disability, and long term care insurance- Inv. Related- Lexington, KY- 5hrs/mth 2) 5/5/2020- KP GROUP LLC- Real Estate Rental - Owner - Inv. Related- Lexington, KY- start date 10/2013- 1hr/mth 3) 5/5/2020- Rose St, LLC- Real Estate Rental - Owner - Inv. Related- Lexington, KY- start date 2011- 1hr/mth 4) 5/5/2020- Clover Group, LLC- Real Estate Rental - Owner - Inv. Related- Lexington, KY- start date 2011- 1hr/mth 5) 5/5/2020- Real Estate Rental - Owner - Inv. Related- Lexington, KY- start date 2011- 1hr/mth 6) 5/5/2020-PJK Group, LLC- Real Estate Rental - Owner - Inv. Related- Lexington, KY- start date 2011- 1hr/mth 7) 7/6/2020 - Kelly Cooksey Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/15/2020 - 0 Hours Per Month - Single member LLC. 8) 04/17/2023 - Kelly Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/05/2023- 50 Hours Per Month/50 Hours During Securities Trading 9) 01/05/2026 - HJK Group, LLC - Real Estate Rental - Lexington, KY - Investment Related - Start Date 11/03/2025 - 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
Reach out to this advisor