Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-01 |
| OH | RA | APPROVED | 2023-08-31 |
| KY | RA | APPROVED | 2023-03-07 |
Branch Locations
10517 Fischer Park Drive Ste C, Louisville, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Waldner Insurance Agency | Louisville | KY | 06/2018 | Present |
| State Farm Insurance | Atlanta | GA | 01/2018 | 06/2018 |
| Tracy Blair Haus Insurance Agency | Louisville | KY | 08/2013 | 01/2018 |
| Lxc Sports | Louisville | KY | 08/2014 | 01/2019 |
| State Farm Vp Management Corp | Louisville | KY | 11/2021 | Present |
| State Farm Investment Management Corp | Louisville | KY | 03/2023 | Present |
1) Adam Waldner's Insurance Agency; Investment-related; Louisville KY; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/2018; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
Reach out to this advisor