Best Investors
Account
Sign in
Best Investors
Account
Sign in
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-02-14 |
| TX | RA | APPROVED | 2023-02-14 |
Branch Locations
3223 8Th St. Suite 203, Metairie, LA 70002 • United States
3829 Veterans Memorial Blvd, Metairie, LA 70002 • United States
1811 Metairie Ave, Metairie, LA 70005 • United States
6920 Bluebonnet Blvd, Baton Rouge, LA 70810 • United States
353 Carondelet St, New Orleans, LA 70130 • United States
149 Robert E Lee Blvd, New Orleans, LA 70124 • United States
1001 Julia St Suite 112A, New Orleans, LA 70113 • United States
1201 S Carrolton Ave, New Orleans, LA 70118 • United States
2550 Florida St, Mandeville, LA 70448 • United States
2727 Prytania, New Orleans, LA 70130 • United States
500 Cm Fagan Dr, Hammond, LA 70403 • United States
9099 Jefferson Hwy, River Ridge, LA 70123 • United States
1888 Belle Chasse Hwy, Gretna, LA 70056 • United States
3720 Williams Blvd, Kenner, LA 70065 • United States
3511 General Degaulle Dr, New Orleans, LA 70114 • United States
5643 Corporate Blvd, Baton Rouge, LA 70808 • United States
5530 Crowder Blvd, New Orleans, LA 70127 • United States
2201 Us Hwy 190 North, Covington, LA 70433 • United States
1901 Gause Blvd, Slidell, LA 70461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 10/2016 | 07/2020 |
| Highland Capital Brokerage | Charlotte | NC | 08/2016 | 08/2020 |
| Securities America, Inc. | Atlanta | GA | 07/2020 | 08/2020 |
| Lpl Financial Llc | Metairie | LA | 08/2020 | Present |
| Stratos Wealth Partners, Ltd | Metairie | LA | 08/2022 | Present |
1) 08/19/2020 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2020 - 80 hr/mth 2)08/19/2020 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 08/2020 - 60 hr/mth 2) 08/20/2020 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3) 4/22/2021 - CPB Wealth Protection Services LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 1/4/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Fixed Income life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-13 |
Reach out to this advisor