Best Investors
Account
Sign in
Best Investors
Account
Sign in
2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-08-13 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
3604 Shannon Road Suite 105, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutman Corporation | San Diego | CA | 01/2018 | 06/2019 |
| Wells Fargo | Chula Vista | CA | 01/2016 | 11/2017 |
| Jump Around Now | Chula Vista | CA | 09/2014 | 10/2017 |
| Student | Chula Vista | CA | 09/2007 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2018 | 08/2025 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 02/2019 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 08/2025 |
| Private Client Services | Louisville | KY | 08/2025 | Present |
Emerald Legacy Wealth Management LLC. 3755 Avocado Blvd, #233, La Mesa, CA 91941. Licensed insurance agent offering insurance products. 20 hrs/mo. Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-19 |
Reach out to this advisor