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 |
|---|---|---|---|
| KY | RA | APPROVED | 2021-04-21 |
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 |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 04/2021 | Present |
| Wealthsouth | Lexington | KY | 06/2013 | 12/2017 |
| Kentucky Bank | Lexington | KY | 01/2018 | 04/2021 |
1. RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC.; LEXINGTON/KY; BOARD MEMBER; START DATE: 01/2017; NONPROFIT ORGANIZATION SUPPORTING PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN AND TO STRENGTHEN FAMILIES BY KEEPING THEM TOGETHER IN TIMES OF MEDICAL NEED; NON-INVESTMENT RELATED; DEVOTE ABOUT 6 HOURS/MONTH AND NONE ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS, COMMITTEE MEETINGS, COOKING DINNERS, AND CHARITY EVENTS 2. ELMENDORF CAPITAL, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 06/2021; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-11 |
| S66 | Uniform Combined State Law Examination | 2012-01-12 |
Reach out to this advisor