Best Investors
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Account
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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-27 |
Branch Locations
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2018 | 12/2021 |
| Aspen Financial Services Inc. | Parkersburg | IA | 02/2022 | 12/2025 |
| Aplington Parkersburg High School | Parkersburg | IA | 08/2012 | 05/2018 |
| El Rays | Iowa City | IA | 08/2021 | 12/2021 |
| Lpl Financial Llc | Lexington | KY | 10/2022 | Present |
| Keystone Financial Group | Lexington | KY | 01/2026 | Present |
1- 10/31/2022 - ASPEN FINANCIAL SERVICES, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 02/18/2026 - Keystone Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-16 |
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