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 |
|---|---|---|---|
| AL | RA | APPROVED | 2023-02-06 |
| TX | RA | APPROVED_RES | 2023-02-06 |
Branch Locations
2153 Riverchase Office Rd, Birmingham, AL 35244 • 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 |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 02/2013 | 07/2020 |
| Securities America, Inc. | Birmingham | AL | 07/2020 | Present |
| Securities America Advisors, Inc. | Birmingham | AL | 07/2020 | Present |
| Lpl Financial Llc | Birmingham | AL | 02/2023 | Present |
1) 01/26/2023 - Cedar Advisory, Inc. - Business Entity For Tax/Investment Purposes Only - Alabaster AL 35007 - Non investment related - Start date: 01/15/2003. 2) 01/26/2023 - Driskell Gray, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-23 |
Reach out to this advisor