Best Investors
Account
Sign in
Best Investors
Account
Sign in
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
7508 New La Grange Road #2, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson/Noonan Financial Service, Ltd | Louisville | KY | 07/1996 | 12/2019 |
| First Allied Securities, Inc. | San Diego | CA | 10/2010 | 12/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 12/2019 |
| Silver Oak Securities, Inc. | Jackson | TN | 12/2019 | Present |
| Magnate Wealth Advisory Llc | Louisville | KY | 12/2019 | 05/2021 |
| Retirement Planning Solutions, Llc | Louisville | KY | 05/2021 | 07/2026 |
| Legacy Advisory Services | Louisville | KY | 10/2021 | 01/2023 |
| Clover Wealth Partners, Llc | Louisville | KY | 05/2024 | Present |
(1.) Notary Public; Non Investment Related; Notary; Notary Services; 4817 Clipping Court Lousiville, KY 40241; Start Date: 1/31/2022; 1 hour devoted monthly; 1 hour devoted monthly during trading hours; notarize documents for clients. (2.) Insurance Agencies; Investment-Related; Insurance Agent; Start Date: 10/29/2015; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Sell and quote insurance. (3.) Silver Oak Securities, Inc.; Investment Related; 403 North Pkwy #202, Jackson, TN 38305; Broker Dealer; IAR; Start Date: 3/2024; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; commission based product sales. (4.) Noonan Enterprises; Non-Investment Related; 4817 Clipping Court Louisville, Ky 40241; LLC; Owner/President; Start Date: 8/31/2004; 1 hour devoted monthly; 0 hours devoted during trading hours; Pass through for salary/distributions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
Reach out to this advisor