Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-24 |
| CA | RA | APPROVED | 2018-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Carlsbad | CA | 08/2005 | Present |
| Independent Financial Partners | Bonsall | CA | 03/2012 | 03/2019 |
1. 4/7/2006 - DAVIS WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - TIME SPENT 10% - WHOLE LIFE, FIXED ANNUITIES, TERM INSURANCE. 2. 5/1/2017 - Davis Advantage - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/15/2008 - 40 Hours Per Month During Securities Trading. 3. 3/18/2019 - Davis Advantage - DBA: Davis Advantage Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/12/2019 - 1 Hour Per Month During Securities Trading - Sell term life insurance and universal life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
Reach out to this advisor