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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-12 |
| MO | RA | APPROVED | 2026-06-12 |
Branch Locations
85 Barnes Rd Ste 212, Wallingford, CT 06492 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
539 E Elm Street Suite E, Lebanon, MO 65536 • United States
85 Barnes Road Suite 212, Wallingford, CT 06492 • United States
111 W Allen Suite 110, Wentzville, MO 63385 • United States
111 W Allen Suite 110, Wentzville, MO 63385 • United States
539 E Elm Street Suite E, Lebanon, MO 65536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 08/2015 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 08/2015 | 07/2020 |
| Securities America, Inc. | Wallingford | CT | 07/2020 | 08/2020 |
| Securities America Advisors, Inc. | Wallingford | CT | 07/2020 | 08/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 08/2020 | 06/2026 |
| Reclaim Christian Church | Ansonia | CT | 03/2020 | 03/2022 |
| Tribute Financial | Wallingford | CT | 03/2020 | Present |
| Testament, Llc | Wentzville | MO | 03/2020 | Present |
| Keystone Building | Wallingford | CT | 03/2020 | Present |
| Zachary Daniels | Wallingford | CT | 03/2020 | Present |
| Owner | Lebanon | MO | 05/2025 | Present |
| Lpl Financial, Llc | Wallingford | CT | 06/2026 | Present |
1. 06/2026 - Zach Daniels - Business Owner - Not Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Lebanon, MO, 65536 – OBA Start Date: 01/01/2025 2. 06/2026 - Zach Daniels - Business Owner - Not Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Falcon, MO, 65470 – OBA Start Date: 05/01/2025 3. 06/2026 - Testament, LLC - Real Estate Rental - Inv Related – 05 Hour(s)/Month – 01 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 03/01/2020 4. 06/2026 - Zach Daniels - Non-Variable Insurance - Inv Related – 20 Hour(s)/Month – 20 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 03/01/2020 5. 06/2026 - Tribute Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/10/2026 6. 06/2026 - Tribute Tax and Accounting - Outside/W-2 Employment - Not Inv Related – 3 Hour(s)/Month – 3 Hour(s) During Trading – Wallingford, CT, 06492 – OBA Start Date: 09/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
Reach out to this advisor