Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
1710 W. Colonial Drive, Orlando, FL 32804 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1710 W Colonial Drive, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Maitland | FL | 06/1998 | Present |
| Capital Analysts Inc | Radnor | PA | 05/2006 | Present |
| Lincoln Investment | Orlando | FL | 06/2012 | Present |
SADIE INVESTMENTS, LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 1808 Stonehurst Rd., Winter Park FL 32789, United States DESCRIPTION: Own and manage/collect rent for rental property. SUCCESSION SOLUTIONS LLC POSITION: Manager of single member LLC NATURE: personal tax prep INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2011 ADDRESS: 1808 Stonehurst Road, Winter Park FL 32789, United States DESCRIPTION: Manager of single member LLC INSURANCE SALES/SERVICE POSITION: Licensed Insurance Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Insurance sales and service INTERNATIONAL SUCCESSION PLANNING ASSOCIATION POSITION: Board member NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Member of BOD THE RAWLS COMPANY POSITION: Director at The Rawls Company, dba The Rawls Group NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Business Succession Planner FAMILY BUSINESS RESOURCE CENTER POSITION: Director at the Family Business Resource Center, dba The Rawls Group NATURE: Business Succession Planning INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Business Succession Planning TRG PROPERTIES I POSITION: Part Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: No duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-17 |
Reach out to this advisor