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 | 2026-01-30 |
Branch Locations
3201 Sw 34Th Ave, Suite 105, Ocala, FL 34474 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ocala | FL | 01/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Ocala | FL | 03/2020 | 06/2024 |
| Lpl Financial Llc | Ocala | FL | 06/2024 | Present |
1) 05/01/2024 - Jen Homes LLC - Business Owner - Non investment related - 5 Hours per month - Start date: 02/01/2016. 2) 05/01/2024 - Casey B Enterprises, LLC - Business Entity For Tax/Investment Purposes Only - income as an advisor - Non investment related - 100% Time spent - Start date: 02/01/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
Reach out to this advisor