Best Investors
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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-01-04 |
Branch Locations
131 East Court Avenue Suite 300-B, Jeffersonville, IN 47130 • United States
2225 Lexington Rd, Louisville, KY 40206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services, Llc | Louisville | KY | 01/2005 | Present |
1) CF NEAL & CO, LLC, NON INVESTMENT RELATED, 131 E COURT AVE, SUITE 300B, JEFFERSONVILLE, IN 47130. PARENT ORGANIZATION FOR CFN INSURANCE SERVICES. OWNER. 20 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS. 2)CFN INSURANCE SERVICES, 131 E COURT AVE, SUITE 300-B. JEFFERSONVILLE, IN 47130. PRESIDENT AND FOUNDER, INSURANCE & RISK MANAGEMENT SVCS. NON-INVESTMENT-RELATED, BEGAN 2/09, 10 HRS/MO-10 DURING TRADING. 3) CFN WEALTH MANAGMENT, LLC, PRESIDENT AND FOUNDER, INVESTMENT RELATED, 312 E COURT AVE JEFFERSONVILLE IN 47130, ESTATE & FINANCIAL PLANNING/INSURANCE AND RISK MANAGEMENT SERVICES, BEGAN 1/05. 4) OTTAWA UNIVERSITY, 287 QUARTER MASTER COURT, JEFFERSONVILLE, IN 47130, ADJUNCT PROFESSOR-ECONOMICS AND FINANCE, BEGAN 3/09, 6 HRS/MO-0 DUR TRADING. 5) IVY TECH COMMUNITY COLLEGE, MEDICAL ASSISTING ADVISORY BOARD, JEFFERSONVILLE, IN 47130, BOARD MEMBER, BEGAN 05/01/2014, .5 HRS/MO-.5 DUR TRADING. 6)JUST BELIEVE; 1223 BICKNELL AVE, LOUISVILLE, KY 40215. NON-INVESTMENT RELATED. BOARD MEMBER FOR US-BASED, INTERNATIONAL NON-PROFIT CHARITY; 2 HRS/MONTH, 0 DURING TRADING HRS. 7) YMCA of Greater Louisville/Clark County. 4812 Hamburg Pike, Jeffersonville, In 47130. Board of Advisors, 2 hrs/month, not during trading hrs. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-25 |
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