Best Investors
Account
Sign in
6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-07-26 |
Branch Locations
6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States
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 | Memphis | TN | 12/2015 | Present |
| Paragon National Bank | Memphis | TN | 11/2014 | 06/2019 |
| Independent Financial Partners | Memphis | TN | 10/2015 | 06/2019 |
| Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions | Memphis | TN | 06/2019 | 08/2022 |
| Strategic Advisory Services, Llc | Memphis | TN | 07/2022 | Present |
1. 08/30/2022 - Strategic Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 09/30/2024 - Strategic Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2022 - 40 Hours Per Month/ During Trading 3. 04/07/2026 - Strategic Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/30/2022 - 150 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-01 |
Reach out to this advisor