Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
| SC | RA | APPROVED | 2024-03-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
704 Brushy Creek Road, Easley, SC 29642 • United States
130 Thurmond Lane Suite 217, Clemson, SC 29631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2008 | 11/2020 |
| Raymond James Financial Services, Inc | Easley | SC | 11/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Easley | SC | 11/2020 | 03/2024 |
| Freedom Street Partners | Easley | SC | 11/2020 | 03/2024 |
| Steward Partners Global Advisory, Llc | Clemson | SC | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Clemson | SC | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Clemson | SC | 03/2024 | Present |
(1) Name of Business: Freedom Street Partners Address: 704 Brushy Creek Rd, Easley, SC, 29642, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2) Name of Business: FSP Enterprise LLC Address: 100 Century Plaza Dr Ste 6A, Seneca, SC, 29678-0852, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner - non control (3) Name of Business: Purpose Wealth Management; City/State: Easley, SC; Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (4) Name of Business: Reason Holding Address: 100 Century Plaza Dr Ste 6A, Seneca, SC, 29678-0852, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Control Person Owner 5) Name of Business: Collins Children's Home; Address: Seneca, SC; Activity Type: Participate in general fundraising efforts; Position/Title: Board Member; Not investment related: Start Date: 01/01/2017; 4 Hrs/Mo devoted to this activity; 4 Hrs/Mo devoted to this activity during trading hours; Description of duties: provide group homes for children. 6) Name of Business: IMPACT Pickens County Foundation; Address: Easley, SC; Activity type: Participate in fundraising efforts; Position/Title: Board Member; Not investment related; Start Date 06/01/2013; 1 HR/Mo devoted to this activity; 1 Hr/Mo devoted to this activity during trading hours; Description of duties: Support special needs individuals and their families. 7) Name of Business Activity: Purpose Planner, LLC; OBA type: Business Ownership; Nature of Business: Budget App; Position: Owner; City/State: Seneca, SC; Duties: Faith Based Budget App targeted towards Gen Z, Financial Literacy; Start Date: 11/04/2024; 50HRS/MO devoted to this activity; 5 HRS/MO devoted during trading hours; Not investment related. 8) Name of Business Activity: Author; OBA Type: Business Ownership; Nature of Business: Book Author; Position; Author; City/State: Seneca, SC; Duties: Book written with Gen Z demographic in mind, topic is about money and how to view it from a faith perspective; Start date: 11/4/2024; 20 HRS/MO devoted to this activity; 2 HRS/MO devoted during trading hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
Reach out to this advisor