Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-15 |
| NY | RA | APPROVED | 2024-01-30 |
| WA | RA | APPROVED | 2023-12-05 |
| FL | RA | APPROVED | 2023-03-21 |
| SC | RA | APPROVED | 2023-03-13 |
| MI | RA | APPROVED | 2023-03-01 |
| IL | RA | APPROVED | 2023-02-28 |
| VA | RA | APPROVED | 2023-02-28 |
| WI | RA | APPROVED | 2023-02-28 |
| GA | RA | APPROVED | 2023-02-27 |
| MO | RA | APPROVED | 2023-02-27 |
| OK | RA | APPROVED | 2023-02-27 |
| IN | RA | APPROVED | 2023-02-24 |
| KY | RA | APPROVED | 2023-02-24 |
| NC | RA | APPROVED | 2023-02-24 |
| OH | RA | APPROVED | 2023-02-24 |
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lexington | KY | 12/2011 | 10/2016 |
| Meridian Wealth Management, Llc | Lexington | KY | 02/2023 | Present |
| Ubs Financial Services Inc | Lexington | KY | 10/2016 | 10/2018 |
| Ubs Financial Serevices Inc | Lexington | KY | 10/2018 | 02/2023 |
1) Jeremy Chase, Lexington, KY, Not Investment Related, Race Horse Ownership, Owner, Start Date 07/03/2023, 1 hour per month devoted, 0 hours per month devoted during securities trading, ownership of horse(s) only, not other duties than ownership as duties are delegated to a hired trainer. 2) Trifecta Wealth Management, LLC, Lexington, KY, LLC used to pay salaries and expenses, Partner, Start Date 06/28/2023, 0 hours per month devoted, 0 hours per month devoted during securities trading. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-18 |
Reach out to this advisor