Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-10-06 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Capital Managment, Inc. | Lexington | KY | 07/2004 | 09/2020 |
| Meridian Wealth Management, Llc | Lexington | KY | 09/2020 | Present |
| Apw Capital, Inc. | Lexington | KY | 08/2006 | 04/2023 |
1. DGD MANAGEMENT, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 08/2020; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES 3. HALL ESTATE, YES, LEXINGTON, KY, EXECUTOR AND TRUSTEE OF ESTATE OVERSEEING INVESTMENTS, 04/27/2023, 1 HOURS PER MONTH DEVOTED, 1 HOURS PER MONTH DURING SECURITIES TRADING DEVOTED, DISTRIBUTE ESTATE ASETS INTO A TRUST AND OVERSEE THE TRUST ADMINISTRATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-02 |
Reach out to this advisor