Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-08 |
Branch Locations
1818 Wallace Court Suite C202, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Bowling Green | KY | 09/2012 | 02/2021 |
| Bb&T Investment Services, Inc. | Bowling Green | KY | 09/2012 | 01/2018 |
| Bb&T Securities, Llc | Bowling Green | KY | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Bowling Green | KY | 02/2021 | 09/2024 |
| Truist Advisory Services, Inc. | Bowling Green | KY | 02/2021 | 09/2024 |
| Wealthsouth | Bowling Green | KY | 09/2024 | Present |
| Western Kentucky University | Bowling Green | KY | 08/2020 | 12/2022 |
| Raymond James Financial Services, Inc. | Danville | KY | 11/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Danville | KY | 11/2024 | Present |
| Farmers National Bank | Danville | KY | 11/2024 | Present |
(1)Name of Business: Address: 9011 Nashville Road, Bowling Green, KY, 42101, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single family home rental property. (2)Name of Business: FNB Investments Services Address: 306 W Main St, Danville, KY, 40422-1814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bank Employee (3)Name of Business: WealthSouth Address: 1818 Wallace Court. C202, Bowling Green, KY, 42103, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/30/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trust Firm Wealth Management Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
Reach out to this advisor