Best Investors
Account
Sign in
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2022-09-13 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
3030 N Rocky Point Drive Suite 100, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Saint Paul | MN | 06/2021 | 08/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2021 | 08/2022 |
| Renaissance Financial Corp | St. Louis | MO | 06/2021 | 08/2022 |
| Lou Fusz Automotive | St. Louis | MO | 05/2020 | 08/2020 |
| Clayton Valet Parking | Clayton | MO | 05/2019 | 08/2019 |
| Meadowbrook Country Club | Ballwin | MO | 05/2018 | 08/2018 |
| University Of Mississippi | Oxford | MS | 08/2020 | 04/2021 |
| University Of Mississippi | Oxford | MS | 08/2019 | 05/2020 |
| University Of Mississippi | Oxford | MS | 08/2018 | 05/2019 |
| University Of Mississippi | Oxford | MS | 05/2017 | 05/2018 |
| Chaminade College Preparatory | St. Louis | MO | 08/2016 | 05/2017 |
| Strategic Wealth Designers | Dallas | TX | 08/2022 | Present |
RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021, Ednded 8/2022 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. ST. JUDE CHILDREN'S RESEARCH HOSPITAL POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 680 Craig Rd, St. Louis MO 63141, United States DESCRIPTION: I am organizing a third-party event that will raise money for St. Jude. I will not gain any money through the event, all proceeds will go directly to St. Jude. YOUNG FRIENDS OF KIDS BOARD POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 16 Sunnen Dr, Str. Louis MO 63143, United States DESCRIPTION: I am apart of the Friends of Kids Young Board where I create and organize events to raise money for the charity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-19 |
Reach out to this advisor