Best Investors
Account
Sign in
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-07 |
Branch Locations
5 New Orleans Road, Hilton Head Island, SC 29928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Hilton Head Island | SC | 03/2011 | 03/2018 |
| Lpl Financial, Llc | Hilton Head Island | SC | 03/2018 | Present |
| Independent Advisor Alliance (Iaa) | Hilton Head Island | SC | 04/2018 | Present |
1. 4/2/2018 - CrossRoads Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/30/2018 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 02/18/2026 - Independent Advisor Alliance (IAA) - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/30/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/18/2026- CrossRoads Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/05/2026 - 160 Hours Per Month/130 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
Reach out to this advisor