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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Miami | FL | 08/2014 | 10/2023 |
| Agia | Houston | TX | 12/2022 | 10/2023 |
| Lpl Financial | Miami | FL | 10/2023 | Present |
1- 10/27/2023 - Sunbelt Financial Services LLC - Business Owner - Not Investment Related - Home Based - Start Date: 03/14/2014 - 8 Hrs/Mth -0 Hrs During Trading. 2- 10/27/2023 - Total Wealth Planners - DBA for LPL Business (entity for LPL business) -Investment Related -At Reported Business Location(s) - Start Date:09/01/2023 - 160 Hrs/Mth -8 Hrs During Trading. 3- 04/04/2024 - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 0 Hours Per Month/ During Trading 4- 04/09/2024 - Med Lab Diagnostics - Non-Inv Related - Miami, FL - Business Owner - Started: 2/1/2024 - 0 Hrs/Mth -0 Hrs During Trading. 5- 07/13/2026 - 15 Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/13/2024 - 1 Hr/Mth - 1 Hr During Trading. 6- 07/13/2026 - Advantage Insurance Network (AIN), Back9, Capitas, Signal Advisors, GradePoint Insurance Group - DBA 15 Insurance Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:11/20/2023 - 40 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
Reach out to this advisor