Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-16 |
Branch Locations
4350 Brownsboro Rd Ste 120, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 07/2020 | 08/2020 |
| University Of Louisville | Louisville | KY | 08/2017 | 05/2021 |
| Accredited Wealth Management | Louisville | KY | 01/2020 | 04/2020 |
| River Road Asset Management, Llc | Louisville | KY | 11/2018 | 08/2019 |
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 07/2021 | 04/2022 |
| Ballard High School | Louisville | KY | 08/2013 | 05/2017 |
| Venture First, Llc | Louisville | KY | 05/2022 | 01/2025 |
| Bartlett & Co. Wealth Management Llc | Louisville | KY | 01/2025 | Present |
1. Steven Vanover Foundation/Not Investment-Related/P.O. Box 221583 Louisville, KY 40252/Charitable Organization and Non-Profit/Board Member/Vice President of Finance/October 31, 2025/10 hrs a month/0 hrs during trading hours/Responsible for overseeing financial management (oversee donations, deposits, credit card activity, and external payment systems 2.The Oldham County School District/Not-investment related/6403 KY-146 Crestwood, KY 40014/Public Education/Head Coach to Boys Basketball Program/August 25, 2025/10-20 hrs per month/0 hours during trading hours/Responsible for managing the program and coaching the players.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-07 |
Reach out to this advisor