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 | 2025-01-10 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
12425 28Th St. N. Suite 300, St. Petersburg, FL 33716 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Land O'LAkes | FL | 07/2016 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Land O'LAkes | FL | 08/2016 | 07/2017 |
| D&B Insurance Co | Branden | FL | 07/2016 | 09/2017 |
| Prudential Insurance Company Of America | Tampa | FL | 09/2017 | Present |
| Pruco Securities, Llc. | Tampa | FL | 09/2017 | 11/2024 |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1) 02/07/2025 - New Walden Holding, Co - Real Estate Rental - Managed property - INV related - Start Date 01/01/2018 - At Saint Petersburg, FL - 5hrs/mth - 0hrs During Trading 2) 02/07/2025 - ClearPath Advisory Group, LLC - DBA for LPL Business (entity for LPL business) - Financial advising - INV Related - Start Date 11/18/2024 - At reported business location(s) - 160hrs/mth - 160hrs During Trading 3) 03/24/2025-ClearPath Advisory Group Real Estate LLC-Managing Member-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/08/2025-5hrs/mth-5hrs/mth during trading 4) 07/30/2026-ClearPath Wealth Advisors-Managing Member-DBA for LPL Business (entity for LPL business)-inv related-At reported business location(s)-start date 06/04/2026-40hrs/mth-40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-17 |
Reach out to this advisor