Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
| GA | RA | APPROVED | 2023-01-30 |
Branch Locations
123 Marina Dr., St Simons, GA 31522 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St Simons Island | GA | 05/2010 | 01/2019 |
| Compass Securities Corporation | Braintree | MA | 11/2018 | 09/2020 |
| Eudaimonia Partners Dba Canopy Asset Management Llc | St. Simons Island | GA | 11/2018 | 07/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 10/2020 | Present |
| Imprint Wealth Llc | Mount Pleasant | SC | 07/2022 | 06/2024 |
| Concurrent Investment Advisors, Llc | St. Simons | GA | 01/2023 | Present |
1) Insurance Sales. Not Investment Related. same address. Insurance. Agent. Appx 10% of time during the month. 2) Humane Society of South Coastal Georgia. Not investment Related 4627 US Hwy 17 N., Brunswick, GA 31525. Animal Welfare. Board Treasurer. Start 6/2012. 5 hrs/mo 8. 0 hrs during trading Serve as board president over seeing the executive director 3) Concurrent Investment Advisors, LLC dba Canopy Asset Management. Investment-Related. At registered location. RIA. Financial Advisor. Start: 01/2023. 140 hrs/month; all during trading hours. Provide financial advice. 4) Canopy Real Estate, LLC Not investment related 123 Marina Dr., St. Simons Island, GA 31522 Real Estate Partner 12/2013 1 hr/mo 8. 0 hrs during trading Canopy Asset Management office is owned by Canopy Real Estate, LLC. I am managing partner responsible for collecting rent and paying bills. 5) Robert saalfield Trust Not investment related 123 Marina Dr., St. Simons Island, GA 31522 Trust set up for my mother by my deceased stepfather Trustee 6/2017 2 hrs/mo 0 hrs during trading I serve as trustee administering the trust per the trust document. 6) Star Foundation of S. Coastal Georgia. Not Investment Related. 1612 Newcastle St, #105, Brunswick GA. Job Readiness Training. Board Member. Start 1/16/2021. 1 hour per month not during trading. Serve on Finance Committee. Does not have the ability to access or withdraw funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
Reach out to this advisor