Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
627 Eastwood St Ste A, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Ky | Lexington | KY | 08/2014 | 05/2017 |
| Kctcs | Lexington | KY | 09/2016 | 05/2017 |
| Houchens | Munfordville | KY | 01/2011 | 06/2017 |
| Us Bank | Cave City | KY | 11/2017 | 12/2018 |
| Pizza Hut | Cave City | KY | 06/2017 | 02/2019 |
| Advantage National Marketing Llc | Bowling Green | KY | 02/2019 | 08/2023 |
| Magnolia Wealth Management Llc | Bowling Green | KY | 05/2021 | 12/2024 |
| Elizabeth Cook Llc | Glasgow | KY | 07/2021 | Present |
| Southern Kentucky Financial Services Llc | Bowling Green | KY | 02/2019 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2024 | Present |
| Regiss Bridal & Prom | Glasgow | KY | 12/2018 | 02/2019 |
| Magnolia Wealth Management, Llc | Bowling Green | KY | 11/2021 | 12/2024 |
1) Elizabeth Cook LLC; Not Investment Related; 281 Bark Road, Cave City KY 42127; Rental Property Management; Owner; 07/27/2025; Approx. 10hr/Mo; 0hrs/Mo during securities trading hours; This LLC owns rental property. Primarily short-term rentals where the owner uses a third party booking system to rent out the space. 2) Southern Kentucky Financial Services; Yes Investment related; 627 Eastwood St Suite A Bowling Green, KY 42103; Insurance and Tax Services; Vice President; 02/11/2019; 160hrs/Mo; 130hrs/Mo during securities trading hours; Managing daily operations, new business, account servicing, and helps create the exceptional client experience. 3) Borders Family Farms LLC; Not Investment Related; 281 Bark Rd Cave City, KY 42127; Family Farm; Owner; 5/2024; 40hrs/Mo; 0hrs/Mo during Securities Trading Hours. I own the company, I care for the animals, I do the books and accounting. 4) Estate Planning Document Services; Not Investment Related; 627 Eastwood St., Suite A, Bowling Green KY 42103; Estate Planning; Facilitator; 8/11/2025; Approx. 15hrs/Mo; Approx. 15hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 5) SOKY Tax Services LLC; Not Investment Related; 627 Eastwood St, Suite A, Bowling Green KY 42103; Wealth.com has been approved by AEWM - I will meet with clients to create Estate Documents using this software / questionnaire. The attorneys with Wealth.com will prepare the documents and I will review them / notarize them for the client; Contractor; 7/28/2025; Approx. 24hrs/Mo; Approx. 24hrs/Mo during Securities Trading Hours; I will be the person meeting with clients, collecting information, and assisting the clients with any estate planning aspects of creating these documents. I will not be the person creating the document myself. 6) Summit Tax Partners, LLC; Not Investment Related; 627 Eastwood St, Suite A, Bowling Green KY 42103; Wealth.com has been approved by AEWM - I will meet with clients to create Estate Documents using this software / questionnaire. The attorneys with Wealth.com will prepare the documents and I will review them / notarize them for the client; Contractor; 7/28/2025; Approx. 24hrs/Mo; Approx. 24hrs/Mo during Securities Trading Hours; I will be the person meeting with clients, collecting information, and assisting the clients with any estate planning aspects of creating these documents. I will not be the person creating the document myself.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
Reach out to this advisor