Best Investors
Account
Sign in
Best Investors
Account
Sign in
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| IN | RA | APPROVED | 2025-08-08 |
Branch Locations
Jacksonville, FL • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Insurance Benefits, Inc. | Greenwood | IN | 05/2003 | Present |
| Raymond James Financial Services, Inc. | Indianapolis | IN | 05/2015 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Indianapolis | IN | 05/2015 | 05/2017 |
| Ameriprise Financial Services Inc | Greenwood | IN | 05/2017 | 08/2021 |
| Massmutual Life Insurance Co | Palm Coast | FL | 08/2021 | 12/2024 |
| Mml Investors Services, Llc | Palm Coast | FL | 08/2021 | 12/2024 |
| Lpl Enterprise | Ft. Mill | SC | 12/2024 | 06/2025 |
| Innovation Partners Llc | Charlotte | NC | 07/2025 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 07/2025 | Present |
1) 12/11/2024 - Joseph D. Stafford - Independent Health Insurance Agent - Non-Variable Insurance - I provide sales and service of health insurance accounts which include employer group health insurance, Medicare, and individual under age 65 health insurance products. - Not Investment Related - At Palm Coast, FL - Start Date 05/01/2003 - 60hrs/month - 8hrs During Trading 2) 12/19/2024 - Crossroads Insurance Benefits, Inc. - Non-Variable Insurance - I provide sales and service of health insurance accounts which include employer group health insurance, Medicare, and individual under age 65 health insurance products; some of that falls under the Crossroads name and some is written and serviced as Joseph D. Stafford - Not Investment Related - At Greenwood, IN - Start Date 05/01/2003 - 40hrs/mth - 8hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-03 |
Reach out to this advisor