Best Investors
Account
Sign in
Best Investors
Account
Sign in
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-06 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 09/2014 | 04/2019 |
| Lpl Financial Llc | Sarasota | FL | 04/2019 | Present |
1. 8/1/2019 - Lone Star Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2019 - 20 Hour Per Month/1 Hour During Securities Trading 2. 06/02/2023 - The Consigliere Group - Not Investment Related - Sarasota, FL - Outside/W-2 Employment - Start Date 05/15/2023 - 5 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-27 |
Reach out to this advisor