Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-05-28 |
Branch Locations
9900 Ormsby Station Rd, Louisville, KY 40223-4011 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Louisville | KY | 10/2019 | 02/2020 |
| J.P. Morgan Securities Llc | Louisville | KY | 10/2019 | 02/2020 |
| J.J.B. Hilliard, W.L. Lyons, Llc | Louisville | KY | 05/2017 | 10/2019 |
| Hilliard Lyons | Louisville | KY | 05/2017 | 10/2019 |
| Tempur Seally International | Lexington | KY | 07/2016 | 05/2017 |
| University Of Kentucky | Lexington | KY | 06/2016 | 05/2017 |
| Ameriprise Financial Services, Llc | Monticello | KY | 05/2021 | Present |
| Peoples Bank | Louisville | KY | 02/2020 | 04/2021 |
| Monticello Banking Company | Louisville | KY | 04/2021 | Present |
Board of Directors; KBA Leadership Council Board of Directors; Director of Group 4; 600 W Main St, Suite 400, Louisville, KY, 40202; Not Investment-Related; 02/22/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Gatton Emerging Leaders Board; Chair; 550 South Limestone, , Lexington, KY, 40506; Not Investment-Related; 10/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Monticello Banking Company; Investment Officer - I am a dual employee with AMPF and MBC.; Dual registered employee of bank and AMPF. Focusing on investments.; 9900 Ormsby Station Rd, , Louisville, KY, 40223; Not Investment-Related; 04/19/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Younger Women's Club VP of Community; To raise money and awareness to issues pertaining to women and children in the Louisville area.; 1320 S Fourth St, , Louisville, KY, 40208; Not Investment-Related; 07/29/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
Reach out to this advisor