Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-02-08 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 01/2019 | Present |
| Atlanta Falcons | Atlanta | GA | 04/2015 | 04/2017 |
| Tamme Valley Farm, Llc | Danville | KY | 07/2015 | Present |
| Fieldstone Properties, Llc | Danville | KY | 01/2017 | Present |
1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2019; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 24 HOURS/MONTH AND 24 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: WRITING LIFE INSURANCE POLICIES AND ANNUITY CONTRACTS FOR CLIENTS 2. FIELDSTONE PROPERTIES, LLC; DANVILLE/KY; CO-OWNER; START DATE: 01/2017; PROPERTY MANAGEMENT; NON-INVESTMENT RELATED; DEVOTE ABOUT 12 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OWNER RESPONSIBILITIES, OVERSEEING PROPERTY MANAGER 3. TAMME VALLEY FARM, LLC; DANVILLE/KY; CO-OWNER; START DATE: 07/2015; FARMING; NON-INVESTMENT RELATED; DEVOTE ABOUT 48 HOURS/MONTH AND 10 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OWNERSHIP RESPONSIBILITIES, OVERSEEING FARM MANAGER 4. CHAMPIONS BLUE, LLC; LEXINGTON/KY; BOARD MEMBER; START DATE: 08/2025; UNIVERSITY OF KENTUCKY ATHLETICS; NON-INVESTMENT RELATED; DEVOTE ABOUT 3 HOURS/MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ATTENDING MONTHLY BOARD MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
Reach out to this advisor