Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-23 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
5718 Westheimer Rd, Ste 1000, Houston, TX 77057 • United States
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonewolf Benefits, Llc (Formerly: Stonewolf Benefits, Inc.) | Houston | TX | 02/2010 | Present |
| Invest Financial Corporation | Tampa | FL | 03/2012 | 02/2018 |
| Lpl Financial Llc | Houston | TX | 02/2018 | Present |
1. 02/14/2018 - Moxie Holdings, LLC - Not Investment Related - 1395 Brickell Ave. Ste. 800 Miami, FL 33313 - Business Entity For Tax/Investment Purposes Only - Start Date 9/24/2013 - 60 Hours Per Month/40 Hours During Securities Trading. 2. 5/31/2018 - Pangea Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/13/2012 - 60 Hours Per Month/40 Hours During Securities Trading. 3. 3/7/2019 - STONEWOLF BENEFITS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2010 - 80 Hours Per Month/60 Hours During Securities Trading. 4. 04/20/2023 - Stonewolf Benefits, LLC - Not Investment Related - At Reported Business Location(s) - Other - Cloud-based HR software and compliance - Start Date 03/29/2023 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-22 |
Reach out to this advisor