Best Investors
Account
Sign in
Best Investors
Account
Sign in
Alvord, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Ft. Worth | TX | 02/2013 | 10/2022 |
| Lpl Financial Llc | Fort Worth | TX | 10/2022 | Present |
| Lazarus Wealth Management Llc | Fort Worth | TX | 06/2022 | Present |
1) 08/2022- Lazarus Wealth Management LLC- DBA for LPL Business (entity for LPL business)- inv. related- FORT WORTH TX 2) 10/26/2022 - Lazarus Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 09/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Lazarus Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/26/2022 - Lazarus Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 09/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Lazarus Wealth Management LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-30 |
Reach out to this advisor