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 | 2025-01-23 |
| TX | RA | APPROVED_RES | 2016-06-15 |
| KY | RA | APPROVED | 2010-07-23 |
Branch Locations
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 | Lexington | KY | 07/2013 | Present |
1) KGW INVESTMENTS / KGW INVESTMENTS IS A PARTNERSHIP BETWEEN P. AND K. W., R. AND C. G., M. AND K. K. THE PARTNERSHIP IS A VACATION RENTAL SECOND HOME IN LAFOLLETTE, TN AT 161 DOE CROSSING, LAFOLLETTE, TN 37766. K.W., R.G. AND K.K. ARE BROTHERS AND SISTERS / PART OWNER WITH FAMILY MEMEBERS / 11/15/2007 / 5 HOURS PER MONTH.NO HRS DURING TRADE / PAY THE BILLS /// 2) KENTUCKY NEPHROLOGY RESEARCH TRUST RESESARCH OF KIDNEY / DISEASE.DIRECTOR ON THE BOARD OF KENTUCKY NEPHROLOGY RESEARCH TRUST.OCTOBER OF 2009.2 HOURS PER MONTH.NO HRS DURING TRADE / ASSIST WITH GOVERNING THE OBJECTIVES OF THE KENTUCKY NEPHROLOGY RESEARCH TRUST /// 3) Triple P LLC / Partnership / My wife's sister, my brother in law, wife and myself own and rent a vacation rental on Norris Lake in TN. When we are not using the home, we rent it out to weekly vacations. / Other / I manage the vacation rentals for the home via VRBO.com/412367 and maintenance of the home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
Reach out to this advisor