Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-16 |
Branch Locations
1031 W Morse Blvd Ste 323, Winter Park, FL 32789 • United States
815 Colorado Ave, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacoast National Bank | Port St Lucie | FL | 04/2015 | Present |
| Invest Financial Corp | Tampa | FL | 04/2015 | 11/2017 |
| Lpl Financial Llc | Port St Lucie | FL | 10/2017 | Present |
1)11/15/17- Seacoast Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)11/15/17- Capitas Financial- Non-Variable Insurance- Life, fixed, LTC, DI- Inv. Related- at reported business location(s)- 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-28 |
Reach out to this advisor