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 | 2018-02-14 |
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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 12/2003 | 02/2018 |
| Rfg Wealth Advisory | Argyle | TX | 12/2014 | 03/2017 |
| Lpl Financial Llc | Denton | TX | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 08/01/11. 2. 3/24/2020 - DATCU Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/30/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 06/16/2022 - Scott L Robinson Advisors LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 06/08/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 4. 12/13/2023 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/06/2023 - 10 Hours Per Month/ During Trading 5. 05/23/2025 -American National Insurance Company - Non-Variable Insurance - Investment Related- At Reported Business Location(s) - Start Date:05/26/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 6. 03/10/2026 - MassMutual - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
Reach out to this advisor