Best Investors
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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 05/2015 | 12/2021 |
| Bank Of America, N.A. | Louisville | KY | 11/2017 | 12/2021 |
| Sanctuary Wealth | Louisville | KY | 12/2021 | 08/2023 |
| Bartlett & Co. Wealth Management, Llc | Louisville | KY | 08/2023 | Present |
(1) Name: Bringing Justice Home Position: Board Member Nature: Provide healthy groceries to neighbors in need in the Louisville community Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 07/16/2021 Address: 2121 Grinstead Drive, Louisville KY 40204, United States Description: Board member - no other formal title
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-21 |
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