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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| GA | RA | APPROVED | 2022-01-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2009 | 02/2018 |
| Lpl Financial, Llc | Chamblee | GA | 02/2018 | Present |
| Blue Water Asset Management | Chamblee | GA | 04/2018 | 01/2022 |
1. 02/14/2018 - ADVISORS SOUTHEASTERN ALLIANCE INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2/28/2011 - 6 Hours Per Month. 2. 2/6/2023 - Elevated Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 2 Hours Per Month/2 Hours During Securities Trading 3. 02/02/2026 - Cobblestone At Brookhaven HOA - Non-Profit Board Member - At large Board Member - Not Investment Related - Home Based - Start Date 02/02/2026 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-16 |
Reach out to this advisor