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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Nashville | IL | 05/2009 | 07/2024 |
| Kestra Advisory Services, Llc. | Nashville | IL | 04/2016 | 07/2024 |
| Private Client Services | Nashville | IL | 07/2024 | Present |
| Assured Partners Investment Advisors | Nashville | IL | 07/2024 | Present |
1) Benefits Plus. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 2)FSM Wealth, Inc. 9627 Wall St, Nashville, IL 62263. Financial Planning business conducted under DBA for Assured Partners Investment Advisors. Advisor. 160 hrs/mo; 130 during trading hrs. Not investment related. 3)Farmland Ownership. 22914 Richview Rd, Richview, IL 62877. Family Farm. Passive Owner. 1 hr/mo; 0 during trading hrs. Not investment related. 4) FSM Benefits. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 5) FSM Holdings, LLC. 17853 Mercantile Dr, Nashville, IL 62263. Ownership of company of the business building I work out of. Landlord. 2 hrs/mo; 2 during trading hrs. Not investment related. 6) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 130 during trading hrs. 7) Rolling Acres. 22914 Richview Rd, Richview, IL 62877. This is the operational name of our family farm. Passive Owner. 1 hr/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-17 |
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