Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-29 |
Branch Locations
12715 Shelbyville Road, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesbanco Bank Inc | Mt Washington | KY | 03/2017 | 07/2018 |
| Wesbanco Securities Inc | Mt Washington | KY | 04/2018 | 07/2018 |
| Pnc Bank | Louisville | KY | 05/2014 | 03/2017 |
| Wesbanco Securities Inc | Shepherdsville | KY | 07/2018 | 11/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2020 | 10/2025 |
| Peoples Bank Of Mt Washington | Mt Washington | KY | 12/2020 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2025 |
| Kboa | Mt Washington | KY | 10/2024 | Present |
| Pnc Wealth Management Llc | Louisville | KY | 10/2025 | Present |
| Pnc Bank | Louisville | KY | 10/2025 | Present |
08.01.2024- Umpire/Official- non-investment related- zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
Reach out to this advisor