Best Investors
Account
Sign in
Best Investors
Account
Sign in
375 N Shelmore Blvd. Suite 2B, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-04-09 |
Branch Locations
357 N. Shelmore Blvd Suite 2B, Mount Pleasant, SC 29464 • United States
375 N Shelmore Blvd. Suite 2B, Mount Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 12/2018 |
| Eudaimonia Partners | Mt. Pleasant | SC | 01/2019 | 09/2022 |
| Imprint Wealth Llc D/B/A Family Fortune Financial | Mount Pleasant | SC | 09/2022 | Present |
1. Owner; Red Carpet Charleston LLC; Mount Pleasant, SC; Since 01/2019; Non-investment related; Compensated; Approximately 10 hours spent per month 3. Insurance Sales; Mount Pleasant, SC; Non-investment related; Approximately 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-24 |
Reach out to this advisor