Best Investors
Account
Sign in
Best Investors
Account
Sign in
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-28 |
Branch Locations
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
843 Fairview Ave Ste B2, Bowling Green, KY 42101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Bowling Green | KY | 10/2012 | 05/2022 |
| Biggs Financial Services | Bowling Green | KY | 12/2021 | Present |
| Simplicity Wealth | Bowling Green | KY | 10/2022 | Present |
| Clj Investment Group | Bowling Green | KY | 02/2022 | Present |
| N/A | Bowling Green | KY | 08/2022 | Present |
| Podium Properties | Bowling Green | KY | 03/2022 | Present |
| Carothers Real Estate | Bowling Green | KY | 08/2022 | Present |
| Kinetic Investment Management, Inc. | Bowling Green | KY | 02/2024 | Present |
| Biggs Financial Services | Bowling Green | KY | 12/2021 | Present |
| Various | Bowling Green | KY | 02/2014 | 05/2022 |
1.) CLJ Investment Group; Partner; Investment related: Yes; 843 Fairview Ave Suite B2 Bowling Green KY 42101; A partnership that sells and leases residential real estate; 2022-02-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 2.) N/A; Producer; Investment related: YES; 843 Fairview Ave Suite B2 Bowling Green KY 42101; Life and Health Insurance Agent; 2022-08-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 3.) Podium Properties; Partner; Investment related: No; 843 Fairview Ave Suite B2 Bowling Green KY 42101; A partnership that sells and leases residential real estate; 2022-03-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 4.) Carothers Real Estate; Owner; Investment related: No; 843 Fairview Ave Suite B2 Bowling Green KY 42101; Lease and sell residential real estate; 2022-08-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
Reach out to this advisor