Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 10/2020 |
| Western Kentucky University-Human Resources Department | Bowling Green | KY | 06/2017 | 08/2017 |
| Western Kentucky University-Management Department | Bowling Green | KY | 08/2016 | 07/2017 |
| Western Kentucky University | Bowling Green | KY | 08/2013 | 08/2017 |
| N/A Extended Travel | Quito | 08/2017 | 10/2017 | |
| Ubs Financial Services, Inc. | Louisville | KY | 10/2020 | 07/2022 |
| Fidelity Investments | Louisville | KY | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
Reach out to this advisor