Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-22 |
| KY | RA | APPROVED | 2023-07-18 |
Branch Locations
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centris Wealth Management | Louisville | KY | 06/2020 | 03/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2016 | 05/2020 |
| Lpl Financial, Llc | Louisville | KY | 03/2021 | 06/2023 |
| Ameriprise Financial Services, Llc | Louisville | KY | 07/2023 | Present |
Board of Directors; Kentuckiana Financial Planning Association; Next Gen Coordinator; 12730 Townepark Way, Suite 202, , Louisville, KY, 40243; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CCC1989 LLC; Associate Financial Advisor; Financial Advisor paid via head advisor business entity- CCC1989 LLC; 9405 Mill Brook Road, Suite 101, Louisville, KY, 40223; Investment-Related; 01/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
Reach out to this advisor