Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| KY | RA | APPROVED | 2019-06-19 |
Branch Locations
201 E. Main St Suite 520, Lexington, KY 40507 • United States
Crestwood, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Lexington | KY | 04/2000 | 06/2019 |
| The Entrust Group Real Estate | Crestwood | KY | 02/2017 | Present |
| Foresters Advisory Services Llc | Lexington | KY | 06/2017 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Lexington | KY | 06/2019 | Present |
1) THE ESTATE OF DIANA STOGNER-EXECUTOR OF MOTHERS ESTATE 2) RENTAL PROPERTY 100% OWNER 2) CO-FOUNDER OF TRIPLE CROWN FINANCIAL; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
Reach out to this advisor