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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-11 |
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
800 W. Airport Freeway 430, Irving, TX 75062 • United States
1000 Heritage Center Cir #134, Round Rock, TX 78664 • United States
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
13750 San Pedro Ave Ste 710, San Antonio, TX 78232 • United States
209 W Exchange St #7, Geneseo, IL 61254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Advisory Services, Inc. | Chesterfield | MO | 11/2014 | 11/2020 |
| First Allied Securiites, Inc. | San Diego | CA | 11/2014 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Lpl Financial, Llc | Austin | TX | 11/2020 | Present |
1. 11/30/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 11/01/2014 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% - Selling IUL, term. 2. 11/30/2020 - FOX GLOBAL HOLDINGS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2019 - 0 Hours Per Month - Time Spent 0%. 3. 11/30/2020 - The Fox Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2014 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 80%. 4. 7/30/2021 - Fox Mortgage Services - Not Investment Related - Location/Address: Not yet established - Mortgage/Real Estate Services - Started 03/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Providing mortgage brokerage services. 5. 03/03/2022 - THE FOX ALLIANCE TAX ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Managing Partner - Start Date: 08/01/2018 - 60 Hours Per Month/40 Hours During Securities Trading. 6. 12/12/2023 - The Fox Alliance Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2020 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
Reach out to this advisor