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 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Orlando | FL | 11/2015 | 11/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2018 |
| Mml Investors Services, Llc | Orlando | FL | 03/2017 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | 12/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | 12/2020 |
| Newbridge Securities Corporation | Umatilla | FL | 12/2020 | 06/2023 |
| Newbridge Financial Services Group, Inc | Umatilla | FL | 12/2020 | 06/2023 |
| Newbridge Securities Corporation | Tavares | FL | 06/2023 | 11/2023 |
| Newbridge Financial Services Group, Inc | Tavares | FL | 06/2023 | 11/2023 |
| Newbridge Securities Corporation | Lady Lake | FL | 11/2023 | 02/2024 |
| Newbridge Financial Services Group, Inc | Lady Lake | FL | 11/2023 | 02/2024 |
| The Prudential Insurance Company Of America | Orlando | FL | 02/2024 | Present |
| Pruco Securities Llc | Orlando | FL | 02/2024 | 11/2024 |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | Present |
1) 03/13/2025- Advisor- Non-Variable Insurance Commission Trails- Residual income received on insurance policies written at prior employer.- inv. related- at Lady Lake, FL.-start date 01/02/2023- 0hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-04 |
Reach out to this advisor