Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services Inc. | Waverly | IA | 01/2014 | 07/2023 |
| Cuna Mutual Group | Waverly | IA | 01/2014 | 07/2023 |
| Lpl Financial Llc | Mobile | AL | 05/2022 | 07/2023 |
| Securities America, Inc. | Tallahasee | FL | 07/2023 | 06/2024 |
| Securities America Advisors | Tallahasee | FL | 07/2023 | 06/2024 |
| Lpl Financial Llc | Daphne | AL | 04/2026 | Present |
| Osaic Wealth, Inc. | Tallahassee | FL | 06/2024 | 04/2026 |
1. 04/2026 - Private Wealth Management and Consulting, LLC- DBA for LPL Business (entity for LPL business) - Not Inv Related - 170 Hour(s)/Month - 160 Hour(s) During Trading - Tallahassee FL 32308 - OBA Start Date: 4/24/2026 2. 04/2026 - U-vest Financial- DBA for LPL Business (entity for LPL business) - Inv Related - 170 Hour(s)/Month - 160 Hour(s) During Trading - Tallahassee FL 32308 - OBA Start Date: 4/24/2026 3. 04/2026 - Private Wealth Management and Consulting LLC - Non-Variable Insurance - Not Inv Related - 170 Hour(s)/Month - 160 Hour(s) During Trading - Tallahassee FL 32308 - OBA Start Date: 02/10/2026 4. 04/2026 - US Army - Outside/W-2 Employment- Not Inv Related - 30 Hour(s)/Month - 5 Hour(s) During Trading - San Antonio TX 78257 - OBA Start Date: 02/16/2015 5. 04/2026- rental property- Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Sahuarita AZ 85629 - OBA Start Date: 06/01/2023 6. 04/2026 - rental property - Real Estate Rental- Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Sahuarita AZ 85629 - OBA Start Date: 11/22/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
Reach out to this advisor