Best Investors
Account
Sign in
14180 Dallas Parkway Suite 500, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-02-02 |
| NC | RA | APPROVED | 2022-01-24 |
| TX | RA | APPROVED | 2022-01-12 |
Branch Locations
14180 Dallas Parkway Suite 500, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 09/2007 | Present |
| Davis, Glenn, & Glover Wealth Management Services, Llc | Dallas | TX | 10/2014 | 03/2022 |
| Davis, Glenn, & Glover Wealth Management Services, Llc | Dallas | TX | 08/2014 | 03/2022 |
| Hg Tailored Financial Services, Llc | Dallas | TX | 03/2017 | Present |
| Henri Glover Tailored Financial Services, Llc | Dallas | TX | 11/2021 | Present |
1. 09/26/2007 - BenefitMall - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Independent insurance agency selling medical, life, disability, and LTC insurance. 2. 09/26/2007 - Henri Glover, Tailored Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/18/2007 - HGloverFinancial.com - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 10/23/2009 - Henri Glover, Tailored Financial Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 10%. 5. 5/3/2013 - HG TAILORED INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Various lines of insurances. 6. 11/18/2016 - 'HG | RG' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/07/2016 - 0 Hours Per Month During Securities Trading. 7. 3/8/2017 - HG Tailored Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/30/2007 - 50 Hours Per Month During Securities Trading. 8. 07/03/2023 - HG Tailored Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/01/2022 - 140 Hours Per Month/ 7 Hours During Securities Trading - I provide investment advisory services through HG Tailored Financial Services, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 140 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-02 |
Reach out to this advisor