Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Mallard Creek Rd Suite 402, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-14 |
Branch Locations
100 Mallard Creek Rd Suite 402, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Independent Advisors Llc | Louisville | KY | 01/2025 | Present |
| Indiana University Southeast | New Albany | IN | 08/2022 | 12/2024 |
| Shelbyville Country Club | Shelbyville | KY | 07/2017 | 12/2019 |
| Columbia Sportswear | Simpsonville | KY | 10/2020 | 12/2021 |
| Holland Financial Group | Shelbyville | KY | 08/2020 | 07/2021 |
| Johnston & Murphy | Simpsonville | KY | 07/2021 | 12/2021 |
| Shelbyville Country Club | Shelbyville | KY | 06/2022 | 08/2022 |
| Mortenson Dental Partners | Louisville | KY | 06/2023 | 08/2023 |
| Ge Appliances | Louisville | KY | 06/2024 | 12/2024 |
| Iu Southeast Athletic Department | New Albany | IN | 08/2022 | Present |
| Marth Layne Collins High School | Shelbyville | KY | 05/2015 | 05/2021 |
| Marth Layne Collins High School | Shelbyville | KY | 05/2015 | 05/2021 |
| Unemployed | New Albany | IN | 12/2021 | 06/2022 |
IU SOUTHEAST ATHLETIC DEPARTMENT LOCATED IN NEW ALBANY, IN. START DATE: 08/2022. POSITION: GRAPHIC DESIGNER. NOT INVESTMENT RELATED. APPROXIMATELY 30 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
Reach out to this advisor