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 | 2025-07-07 |
| NC | RA | APPROVED | 2024-10-01 |
Branch Locations
9115 Harris Corners Pkwy Ste 165, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2007 | 05/2019 |
| First Command Financial Services, Inc. | Fort Worth | TX | 03/2007 | 05/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 05/2019 |
| Securities America, Inc. | Charlotte | NC | 05/2019 | 06/2024 |
| Securities America Advisors | Charlotte | NC | 05/2019 | 06/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 09/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 09/2024 |
| Lpl Financial Llc | Charlotte | NC | 09/2024 | Present |
1)08/05/2024 - Revival Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 40 Hr/Mth 2)08/05/2024 - Non Variable Insurance - Inv Rel - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 2 Hr/Mth 3)08/05/2024 - Mo Daniels and Associates, Inc. - S Corp/Business Entity for Tax/Investment Purposes - Non-Inv Rel - At Reported Business Location(s) - Start: 06/2019 - 40 Hr/Mth 4)08/05/2024 - Queens University,UNCC,The London School of Econom - Adjunct Professor - Non-Inv Rel - Davidson, NC - Start: 01/2016 - 133 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-18 |
Reach out to this advisor