Best Investors
Account
Sign in
Best Investors
Account
Sign in
1795 Alysheba Way Suite 7104, Lexington, KY 40509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2020-10-21 |
Branch Locations
1795 Alysheba Way Suite 7104, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Lexington | KY | 06/2012 | 08/2017 |
| Securities Service Network, Inc. | Lexington | KY | 08/2017 | 09/2020 |
| Securities America, Inc. | Lexington | KY | 09/2020 | 06/2021 |
| Investments & Financial Planning, Llc | Lexington | KY | 01/2012 | Present |
***JEM FINANCIAL PLANNING, LLC POSITION: Owner, Manager NATURE: JEM Financial Planning is set up for tax and limited liability purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/20/2008 ADDRESS: 1795 Alysheba Way, Suite 7104, Lexington KY 40509
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-26 |
Reach out to this advisor