Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-01-05 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcf Advisors Llc | Covington | KY | 02/2010 | 08/2019 |
| Lion Street Financial, Llc | Austin | TX | 06/2014 | 02/2017 |
| Mcf Advisors Llc | Covington | KY | 08/2019 | Present |
1. ST. URSULA VILLA SCHOOL / INVESTMENT-RELATED: NO/ NATURE OF BUSINESS: COMMERCIAL REAL ESTATE / TITLE: BOARD OF TRUSTEES / START DATE: 9/1/2023 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: VOLUNTEER 2. LICENSED INSURANCE AGENT: MAJOR LINES /INVESTMENT-RELATED: YES / 50 E RIVERCENTER BLD #300, COVINGTON, KY 41011/ NATURE OF BUSINESS: INSURANCE / TITLE: LICENSED INSURANCE AGENT / START DATE: 11/2010 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INSURANCE PRODUCT SUPPORT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-18 |
Reach out to this advisor