Best Investors
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Best Investors
Account
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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-23 |
Branch Locations
9020 Overlook Circle Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Henderson | TN | 08/2015 | 08/2018 |
| Cumberland University | Lebanon | TN | 08/2018 | 12/2018 |
| Ut Martin | Martin | TN | 12/2018 | 12/2019 |
| Volunteer Vegetation Management | Enville | TN | 12/2019 | 10/2022 |
| Penn Mutual Life Insurance Company | Wilmington | DE | 10/2022 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 12/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LEWIS-AIRD & ASSOCIATES | POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK BLVD, SUITE 300, BRENTWOOD, TN 37027 | START DATE: 10/28/2022 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 180 | APPROX TRADING HRS PER MTH: 100 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK BLVD, SUITE 300, BRENTWOOD, TN 37027 | START DATE: 10/28/2022 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 180 | APPROX TRADING HRS PER MTH: 100 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
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