Best Investors
Account
Sign in
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
17 Seabrook Landing , Hilton Head, SC 29926 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Blythewood | SC | 09/2014 | 06/2017 |
| Capital City Financial Partners | Columbia | SC | 06/2017 | 07/2026 |
| Integrated Advisors Network, Llc | Dallas | TX | 07/2018 | Present |
| Cedarleaf Financial | Hilton Head | SC | 07/2026 | Present |
1. Cedarleaf Financial; investment-related; 17 Seabrook Landing Hilton Head, SC 29926; DBA; Owner; 07/2026; hours and duties in line with advisory business. 2. Uber, not Investment-related, 17 Seabrook Landing Hilton Head, SC 29926, Driver, 07/2024, 15 during business hours, drives uber 3. LifeX Research Corporation, non-investment related, 730 Peachtree St, NE, Atlanta, GA 30308; health insurance, Research Associate, 07/2026, 0 number of hours, complete research surveys.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
Reach out to this advisor