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 | 2004-09-13 |
Branch Locations
3840 Belfort Road Suite 103, Jacksonville, FL 32216 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 09/2004 | Present |
(1) 07/23/2008: H. LEE LITTLE, JR., MBA, CFP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 07/23/2008: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELL TERM, UNIVERSAL & WHOLE LIFE INSURANCE AND FIXED ANNUITIES (3) 12/27/2011: Hunter Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (4) 01/28/2016: Jacksonville Wealth Advisors - DBA for LPL Business (entity for LPL business) - 3840 Belfort Road Suite 103 Jacksonville, Florida 32216 - Start 01/01/2018 - 10 Hr/Mo; 0 Hour(s) During Securities Trading (5) 08/30/2016: Jax Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 3840 Belfort Road Suite, 103 Jacksonville, FL 32216 - Start 09/01/2016 - 160 Hr/Mo; 40 Hour(s) During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
Reach out to this advisor