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 | 2025-01-01 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
300 71St St Suite 620, Miami Beach, FL 33141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 08/2018 | 06/2021 |
| Bhi Consulting Group | Miami Beach | FL | 09/2016 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 06/2021 |
| Lpl Financial Llc | Plantation | FL | 07/2021 | Present |
| Lwm Advisory Services | Plantation | FL | 07/2021 | 06/2022 |
1) 07/27/2021- Non-Variable Insurance- Investment Related - At Reported Business Location(s) 2) 1/11/22 - Candice Gidney Law Group - Non Investment Related - Work as an attorney providing estate planning services - Started 1/11/22 - 20 Hours Per Month. 3) 2/14/2023 - Hamburger Law - Not Investment Related - 228 Park Ave S, New York, NY 10003 - Outside/W-2 Employment - Business Counsel - Start Date - 02/01/2023 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
Reach out to this advisor