Best Investors
Account
Sign in
8311 Shelbyville Road, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-22 |
Branch Locations
1011 Coolidge Street, Lafayette, LA 70503 • United States
8311 Shelbyville Road, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Landry Parish School Board | Leonville | LA | 08/2016 | 05/2019 |
| Lhc Group - Louisiana Family Fitness Center | Opelousas | LA | 06/2019 | 12/2020 |
| Bruce Montesano Insurance Agency | Breaux Bridge | LA | 01/2021 | 03/2024 |
| Louisiana State University - Shreveport | Shreveport | LA | 08/2017 | 12/2018 |
| State Farm Vp Management Corp. | Breaux Bridge | LA | 10/2021 | 03/2024 |
| Mml Investors Services, Llc | Lafayette | LA | 04/2024 | 06/2024 |
| Massmutual Life Insurance Co | Lafayette | LA | 04/2024 | 06/2024 |
| J. Hagan Capital, Inc. | Lafayette | LA | 06/2024 | Present |
| Matthew James Tax & Wealth Management | Lafayette | LA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-11 |
Reach out to this advisor