Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| IN | RA | APPROVED | 2016-04-20 |
Branch Locations
3620 Blackiston Blvd. Suite 100, New Albany, IN 47150 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hartfield Company, Inc. | New Albany | IN | 10/2007 | 11/2017 |
| Assuredpartners | New Albany | IN | 11/2017 | Present |
| Kestra Advisory Services, Llc | Jeffersonville | IN | 04/2016 | Present |
| Kestra Investment Services, Llc | Jeffersonville | IN | 01/2008 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: AssuredPartners Investment Related: Yes Address: 3620 Blackiston Blvd. Suite 100 New Albany IN 47150 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Regional Director, Retirement Strategies Start Date: 11/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Manage/Sell insurance and employee benefits Name: Heritage Springs Homeowners Association Investment Related: No Address: PO Box 57 Greenville IN 47124 Nature of Business: Board Position Position, Title or Relationship: Board of directors member Start Date: 6/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Voting board member only Name: HYR LITTLE LEAGUE POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 8260 IN-64, Georgetown IN 47122 DESCRIPTION: Board Member. Assist with baseball clinics, coaching, and field maintenance. Name: GALLAGHER POSITION: Regional Director, Retirement Strategies NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2026 ADDRESS: 4500 Town Center Blvd, Ste 200, Jeffersonville IN 47130, United States DESCRIPTION: Manage/Sell insurance and employee benefits Name: FLOYD CENTRAL HIGH SCHOOL POSITION: Volunteer Assistant Coach NATURE: Local High School INVESTMENT RELATED: No # OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2026 ADDRESS: 6675 Old Vincennes Rd, Floyds Knobs IN 47119, United States DESCRIPTION: Coaching Softball
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
Reach out to this advisor