Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-24 |
| TX | RA | APPROVED | 2009-01-05 |
| KY | RA | APPROVED | 2008-12-08 |
Branch Locations
500 North Hurstbourne Suite 300, Louisville, KY 40222 • United States
Louisville, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Louisville | KY | 07/2013 | Present |
SELF / DUPLEX RENTAL INCOME / 2104 SARATOGA DR LOUISVILLE, KY 40205 / LANDLORD / START DATE 01/02/1990 / 0 HOURS PER MONTH. Jamham LLC / 5100 Dunvegan Rd Louisville,KY 40222 / Other/ Real Estate / 5% owner Commercial land only / Other / LLC / 5% Owner / Start Date 02/03/2017/ LLC / D&F Holdings, LLC, purchase, develop real estate, Partner, quarterly call, evaluate new purchases, start date-9/1/2021, Denver CO United States-80203. 326 Walnut, LLC, Own commercial real estate at Fort Collins, CO, Partner, contribute my share of capital, start date-11/1/2024, EvergreenColorado United States-80439
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
Reach out to this advisor