Best Investors
Account
Sign in
Best Investors
Account
Sign in
Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-08 |
| PA | RA | APPROVED | 2024-11-04 |
| FL | RA | APPROVED | 2024-08-07 |
| CA | RA | APPROVED | 2024-07-19 |
| OK | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
11211 Taylor Draper Lane Suite 110, Austin, TX 78759 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 10/2003 | 06/2018 |
| Bank Of America,Na | Sherman | TX | 11/2009 | 06/2018 |
| Kestra Financial, Inc. | Sherman | TX | 08/2018 | 03/2019 |
| Lpl Financial, Llc | Sherman | TX | 04/2019 | Present |
| Global Retirement Partners Llc | Sherman | TX | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
1.04/01/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Strategic Retirement Partners; Investment Related; at Reported Business Location(s); Start Date 10/01/2015; hrs/mth; hrs during trading 2.04/01/2019; Morgan Wealth Management; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 08/01/2018; 1hrs/mth; 0hrs during trading 3.04/01/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SRP; Investment Related; at Reported Business Location(s); Start Date 10/01/2015; hrs/mth; hrs during trading 4.04/01/2019; SRP Holdings Group LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 5.04/01/2019; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 6.04/04/2019; Strategic Retirement Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/01/2015; 140hrs/mth; 140hrs during trading; I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 140 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. 7.04/15/2019; (Hybrid) Global Retirement Partners / Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 8.04/15/2019; SRP; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/01/2015; hrs/mth; hrs during trading; 9.01/22/2020; FlexMatch; Other - Student Loan re-payment; Not Investment Related; 141 Shady Oaks Cir Sherman,TX; Start Date 01/01/2020; 1hrs/mth; 1hrs during trading 10.06/30/2020; Morgan Wealth Management; Outside/W-2 Employment; Not Investment Related; 141 Shady Oaks Cir Sherman,TX; Start Date 05/25/2020; 2hrs/mth; 2hrs during trading 11.08/18/2026; Simplicity Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/17/2026; 5hrs/mth; 5hrs during trading 12.08/26/2026; Alpha Sights; Outside/W-2 Employment; Not Investment Related; Sherman,TX; Start Date 09/01/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-19 |
Reach out to this advisor