Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-12 |
Branch Locations
295 N. Hubbards Lane Suite 101, Louisville, KY 40207-8206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | New Albany | IN | 05/2019 | 05/2024 |
| Full Time Education | Floyds Knobs | IN | 01/2014 | 01/2019 |
| First Harrison Bank | Georgetown | IN | 03/2023 | 08/2023 |
| K2 Precision | Georgetown | IN | 09/2021 | 03/2023 |
| Fidelity Investments | Louisville | KY | 05/2024 | 07/2025 |
| Centra Credit Union | Jeffersonville | IN | 08/2023 | 05/2024 |
| Best Buy | Clarksville | IN | 10/2018 | 08/2021 |
| Charles Schwab & Co., Inc. | Louisville | KY | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Louisville | KY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
Reach out to this advisor