Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-08 |
Branch Locations
12240 Inwood Road Suite 200, Dallas, TX 75244 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Investment Planners, Inc | Decatur | IL | 05/2007 | 07/2024 |
| Ipi Wealth Management | Decatur | IL | 06/2007 | 07/2024 |
| Investment Planners Inc | Decatur | IL | 04/2007 | 07/2024 |
| Ipi Wealth Management | Decatur | IL | 04/2007 | 07/2024 |
| Concurrent Investment Advisors, Llc | Dallas | TX | 08/2024 | Present |
1) Wealth Partners Alliance - Independent Contractor Start date 8/7/24, 1240 Inwood Rd, Suite 200, Dallas TX 75231 40 hours/week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-17 |
Reach out to this advisor