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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
5718 Westheimer Rd, Ste 1000, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonewolf Benefits, Inc | Miami | FL | 01/2010 | Present |
| Invest Financial Corporation | Tampa | FL | 03/2012 | 02/2018 |
| Lpl Financial Llc | Miami | FL | 02/2018 | Present |
1. 3/12/2019 - STONEWOLF BENEFITS, LLC - DBA: PANGEA FINANCIAL GROUP - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/01/2010 - 80 Hours Per Month/60 Hours During Securities Trading. 2. 03/10/2022 - STONEWOLF BENEFITS, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date - 01/22/2010 - 20 Hours Per Month/20 Hours During Securities Trading. 3. 03/10/2022 - Moxie Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Miami, FL - Start Date - 01/02/2018 - 0 Hours Per Month/0 Hours During Securities Trading . 4. 3/27/2023 - Employer Benefits Consulting LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date - 07/01/2022 - 60 Hours Per Month/40 Hours During Securities Trading 5. 09/20/2023 - Stonewolf Benefits, LLC - Not Investment Related - At Reported Business Location(s) - HR Services - Start Date 03/29/2023 - 1 Hours Per Month 0 Hours During Trading 6. 12/06/2024 - eBenefits.us, LLC - Insurance Agency - Investment Related - MIAMI, FL - Start Date 03/31/2023 - 10 hours per month/ during trading 7. 12/18/2024 - corywalton.com - Other - Online courses, consulting, coaching - Miami, FL - Start Date 08/01/2024 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-17 |
Reach out to this advisor