Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Louisville | KY | 06/2003 | Present |
| Medlink | Louisville | KY | 05/2004 | Present |
| Transamerica Financial Advisors, Inc | Louisville | KY | 01/2012 | Present |
| Planchoice, Inc. | Louisville | KY | 12/2016 | Present |
| Hardin Co. History Musume | Elizabethtown | KY | 09/2017 | Present |
| Mike Thomas & Associates, Re/Max Executive Group | Elizabethtown | KY | 08/2017 | 05/2018 |
| The Chamber Jeffersontown | Jeffersontown | KY | 09/2017 | 01/2021 |
| Gold City Realty Property Management | Elizabethtown | KY | 05/2018 | Present |
| Associated Realtors, Llc | Elizabethtown | KY | 05/2018 | 02/2020 |
| Net Law Group | Agent | KY | 05/2020 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Planchoice, Inc./Yes/13257 Obannon Station Way, Louisville, Ky, 40223/Group Medical Benefits: Group Dental, Group Life, Group Vision, Group Short And Long Term Disability, Group Long Term Care Benefits, Group Accident, Group Critical Illness. Group Cance And Group Gap Plans./Agent/12.01.2016/2/0/They Will Act As A Wholesaler To Shop Plans My Clients May Be Interested In Providing Their Employees. Gold City Realty Property Management/Yes- Investment Related/Property Manager/5.1.2018/100 Drexler Cir., Elizabethtown, Ky 42701/Management Of Rental Properties/Reporting Any Damage Or Maintenance For Repair, Showing Apartments, Leasing Paperwork And Other Bookwork./Hours.Month: 20/Hours During Securities Trading Hours:4 Medlink/No/2001 Lake Point Way Louisville, Ky 40223/Independent Contractor/5/01/2004/ 0.1 Hrs Per Month/0 During Sec. Trading/Renew Health Insurance Policies/Approved With Restrictions Net Law Group / 0520-Present / Investment Related: No / 12910 Shelbyville Rd. Ste 124 Louisville, Ky 40243 / Agent / Estate Planning / Hrs Work Monthly: .5 / Sec Trading Hrs: 1 / Offering Self-Prepared Estate Planning Services Away From Any Securities Business. HARDIN CO. HISTORY MUSEUM POSITION: Board Member NATURE: BoArd member INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2017 ADDRESS: 201 W Dixie Ave, Elizabethtown KY 42701, United States DESCRIPTION: My activities are volunteer. I develop exhibits, and monitor all administrative activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-22 |
Reach out to this advisor