Best Investors
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Account
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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-07 |
Branch Locations
4080 Tates Creek Centre Drive, Lexington, KY 40517 • United States
442 Lexington Road, Versailles, KY 40383 • United States
720 Euclid Avenue, Lexington, KY 40502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 12/2018 | 05/2022 |
| Northwestern Mutual | Lexington | KY | 11/2015 | 11/2018 |
| Bank Of America, N.A. | Lexington | KY | 01/2019 | 05/2022 |
| Ameriprise Financial Services Llc | Maysville | KY | 05/2022 | 09/2023 |
| Paragon Private Wealth Management | Lexington | KY | 09/2023 | 02/2024 |
| Savvy | Nicholasville | KY | 03/2024 | 09/2024 |
| Pnc Investments Llc | Lexington | KY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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