Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-07-16 |
Branch Locations
1104 Julianna Court, Elizabethtown, KY 42701 • United States
1050 Monarch Street Ste 301, Lexington, KY 40513 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wright Legacy Group Llc | Elizabethtown | KY | 02/2022 | 07/2024 |
| Wright Wraps | Lexington | KY | 08/2018 | Present |
| Kentucky Wraps | Nicholasville | KY | 08/2017 | 08/2018 |
| Upkeep | Lexington | KY | 09/2016 | 07/2017 |
| Papa Johns | Lexington | KY | 04/2016 | 09/2016 |
| Full Time Student | Lexington | KY | 09/2008 | 09/2016 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2024 | Present |
(1) The Wright Legacy Group, LLC; DBA; Investment Related; 1050 Monarch St, Ste 301, Lexington, KY 40513; Investment Advisor Rep; Client communication, Account Opening, Allocation, Annuity Applications, Life Insurance, Advising Clients; Start 12/2021; 80 hours/month, 80 hours/month during trading. (2) Wright Wraps; Vehicle Graphic Installation; Not investment related; 4065 Foxe Basin Rd, Lexington, KY 40515; Owner; Scheduling and completion of vehicle graphics (wraps); Start 6/2018; 80 hours/month, 70 hours/month during trading. (3) JWC Wealth Management; Investment related; 1050 Monarch St, Ste 301A, Lexington, KY 40513; Investment Advisor; Manage client accounts, open client accounts, recommend investments; Start 12/1/2024; 100 hours/month during trading. (4) Palm Commissions; Not investment related; 3809 Hapgood Ln. Lexington KY 40514; Commission Statement Consolidation and Tracking; Owner / Operator; Director; 01/2026; 5 hrs/mo during trading hrs; Full operating duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-02 |
Reach out to this advisor