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 | 2020-05-29 |
| TX | RA | APPROVED_RES | 2020-05-28 |
Branch Locations
2424 N. Federal Highway Ste. 311, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montanti Advisory Services | Boca Raton | FL | 06/2011 | Present |
| Fsc Securities Corp | Atlanta | GA | 05/2015 | 05/2020 |
| Lpl Financial Llc | Boca Raton | FL | 05/2020 | Present |
1.05/28/2020; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/12/2020; 10hrs/mth; 2hrs during trading 2.08/31/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MONTANTI ADVISORY SERVICES LLC / None; Investment Related; at Reported Business Location(s); Start Date 08/25/2020; 0hrs/mth; 0hrs during trading 3.05/26/2026; Palm Beach Chamber of Commerce Trustee Member; Non-profit volunteer (not on board); Not Investment Related; Palm Beach,FL; Start Date 05/21/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
Reach out to this advisor