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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| NY | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 09/2004 | 04/2017 |
| J.P. Morgan Securities Llc | Jackson Heights | NY | 10/2012 | 04/2017 |
| Self-Employed | Miami | FL | 05/2017 | 08/2017 |
| American United Life | Coral Gables | FL | 08/2017 | 11/2019 |
| Oneamerica Securities | Coral Gables | FL | 03/2018 | 11/2019 |
| Prudential Insurance Company Of America | Coral Gables | FL | 12/2019 | Present |
| Pruco Securities, Llc. | Coral Gables | FL | 12/2019 | 11/2024 |
| Lpl Enterprise, Llc | Miami | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
Reach out to this advisor