Best Investors
Account
Sign in
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-08 |
| KY | RA | APPROVED | 2025-11-08 |
| IN | RA | APPROVED | 2024-02-07 |
| MO | RA | APPROVED | 2023-08-21 |
| NC | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reset Strategies | Louisville | KY | 02/2011 | 05/2019 |
| Managing Partner | Buckner | KY | 05/2019 | 09/2020 |
| Strategic Wealth Designers | Louisville | KY | 08/2021 | Present |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 08/2021 | Present |
| N/A | N/A | XX | 10/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
Reach out to this advisor