Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist/Bb&T Bank | Lexington | KY | 04/2015 | 01/2023 |
| Truist Advisory Services Inc. | Lexington | KY | 01/2023 | 08/2026 |
| Truist Investment Services Inc. | Lexington | KY | 01/2023 | 08/2026 |
| Truist Advisory Services Inc. | Lexington | KY | 08/2026 | Present |
| Truist Investment Services Inc. | Lexington | KY | 08/2026 | Present |
REACH POSITION: Board Chair NATURE: Provides financial education to LMI communities and also helps with down payment assistance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: Lexington KY, United States DESCRIPTION: Attend quarterly board meetings to review financials and to discuss any new business. From time-to-time other board members and myself will approve the executive director to purchase items for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-23 |
Reach out to this advisor