Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
| TX | RA | APPROVED_RES | 2025-01-21 |
Branch Locations
124 N. Stone St, Deland, FL 32720 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2010 | 01/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2010 | 01/2025 |
| Kestra Investment Services, Llc | Deland | FL | 01/2025 | Present |
| Kestra Advisory Services, Llc | Deland | FL | 01/2025 | Present |
Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: RLJ WEALTH MANAGEMENT POSITION: President / Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 09/10/2010 ADDRESS: 349 East New York Avenue, DeLand FL 32724, United States DESCRIPTION: Financial Professional providing financial advice, retirement financial planning, portfolio design and management for a fee. Insurance agent providing financial analysis of the need for insurance and the cost of insurance for the sake of income replacement and financial planning of wealth transfer. Bus Name: RLJ INVESTMENT HOLDINGS INC POSITION: Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2018 ADDRESS: 713 West New York Avenue, Suite 203, DeLand FL 32720, United States DESCRIPTION: Performing back ground checks of potential tenants and preparing lease agreements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-13 |
Reach out to this advisor