Best Investors
Account
Sign in
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 | 2015-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Louisville | KY | 07/2015 | Present |
| Wfgia | Louisville | KY | 05/2015 | Present |
| Bluegrass Community And Technical College | Lexington | KY | 08/2016 | Present |
| University Of Kentucky Institute For The Study Of Free Enterpris | Lexington | KY | 10/2019 | 05/2024 |
| Fayette County Board Of Elections | Lexington | KY | 05/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Bluegrass Community and Technical College/No/500 Newtown Pike, Room 213/Lexington/KY/40508/Higher Education/Adjunct/08.17.2016/24/2/Teach six hours of economics coursework per week. FAYETTE COUNTY BOARD OF ELECTIONS POSITION: Sheriff NATURE: Election precinct volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 14 START DATE: 05/19/2026 ADDRESS: 162 E Main St, Ste 132, Lexington KY 40507, United States DESCRIPTION: Welcome voters to precinct and offer guidance on how to get signed in to vote. Monitor precinct area for election law compliance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-28 |
Reach out to this advisor