Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-20 |
| CA | RA | APPROVED | 2024-12-19 |
| SC | RA | APPROVED | 2019-09-05 |
| TX | RA | APPROVED_RES | 2019-09-03 |
Branch Locations
403 Roper Creek Drive 2Nd Floor, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenville | SC | 02/2013 | 09/2019 |
| Janney Montgomery Scott Llc | Greenville | SC | 09/2019 | Present |
1) Bullseye Property LLC; Commercial Real Estate purchase and lease to Janney; 403 Roper Creek Drive, Greenville, SC 29615; Start date 09/16/2019; Co-owner w/David Luke, Sr.; Owner and Lessor; 5hr/month; 0.25hr/day; Investment-Related. The EPI Chapter Network creates a forum where the local community of professional advisors can collaborate and address the unique needs of their community. President (06/2025) - 2) Exit Planning institute EPI Chapter, Greenville, SC. President of EPI Chapter (06/2025) - proactive resourceful and committed to the mission of EPI. Compensated, investment related, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-28 |
Reach out to this advisor