Best Investors
Account
Sign in
5110 Maryland Way, Suite 300, Brentwood, TN 37027-7508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-10 |
Branch Locations
5110 Maryland Way, Suite 300, Brentwood, TN 37027-7508 • United States
5110 Maryland Way Suite 300, Brentwood, TN 37027 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Lexington | KY | 05/2017 | 02/2023 |
| Ubs Financial Services | Lexington | KY | 05/2016 | 05/2017 |
| University Of Kentucky | Lexington | KY | 05/2016 | 05/2017 |
| University Of Kentucky | Lexington | KY | 08/2013 | 05/2017 |
| Meridian Wealth Management, Llc | Lexington | KY | 02/2023 | 05/2026 |
| Thoroughbred Financial Services | Brentwood | TN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
Reach out to this advisor