Best Investors
Account
Sign in
2020 Line Avenue, Shreveport, LA 71104-2125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| LA | RA | APPROVED | 2023-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Planning & Management | Shreveport | LA | 09/1998 | 08/2019 |
| Sagepoint Financial | Shreveport | LA | 11/2013 | 09/2023 |
| Family Wealth Planning And Management, Inc. | Shreveport | LA | 01/1996 | 08/2019 |
| Pinnacle Asset Management Group, Inc. | Shreveport | LA | 09/2004 | Present |
| Pinnacle Asset Management Group, Inc. | Shreveport | LA | 12/2022 | Present |
| Osaic Wealth, Inc. | Shreveport | LA | 09/2023 | 12/2025 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 01/2026 | Present |
1) DBA - PINNACLE ASSET MANAGMENT GROUP, INC. - 2020 LINE AVENUE, SHREVEPORT, LA 71104; START DATE 1/1/2018; INVESTMENT RELATED; INVESTMENT ADVISORY; OWNER/COO; HANDLE DAY TO DAY TEAM MANAGEMENT AND FINANCIAL ACTIVITIES; 100% OF TIME SPENT. 2) DECHARLES FAMILY, LLC - 2020 LINE AVENUE, SHREVEPORT, LA 71104; START DATE 3/1/1996; INVESTMENT RELATED; REAL ESTATE/PROPERTY MANAGEMENT; OWNER; PAY PROPERTY TAX AND OWNERS DISTRIBUTIONS; 1% OF TIME SPENT. 3) RIVERBROOKE HOMEOWNERS ASSOCIATION, INC. - 7330 FERN AVENUE, SUITE 102, SHREVEPORT, LA 71105; START DATE 10/20/2006; NON-INVESTMENT RELATED; NON-PROFIT ASSOCIATION; GENERAL SUPERVISON, DIRECTION AND CONTROL OF THE BUSIESS OF THE ASSOCIATION; PRESIDENT; 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
Reach out to this advisor