Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2424 N Federal Hwy Ste 400, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | West Palm Beach | FL | 01/2014 | 02/2017 |
| Liberty Partners Capital Management, Llc | West Palm Beach | FL | 09/2015 | 02/2017 |
| National Securities Corporation | Boca Raton | FL | 02/2017 | 07/2022 |
| B. Riley Wealth Advisors | Boca Raton | FL | 03/2017 | 10/2024 |
| B. Riley Wealth Management | Boca Raton | FL | 07/2022 | 10/2024 |
| Kestra Investment Services Llc | Boca Raton | FL | 10/2024 | Present |
| Kestra Advisory Services Llc | Boca Raton | FL | 10/2024 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WEALTH EMPOWERMENT FINANCIAL POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 2424 N. Federal Hwy, STE 400, Boca Raton FL 33431, United States DESCRIPTION: RR Name: ALPHA PARTNERS WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 2424 N. Federal Hwy, STE 400A, Boca Raton FL 33431, United States DESCRIPTION: RR Name: GINKGO WEALTH ADVISORY LLC POSITION: Owner NATURE: LLC set up for tax purpose INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2026 ADDRESS: 2424 N. Federal Hwy, STE 400A, Boca Raton FL 33431, United States DESCRIPTION: Work with my accountant to do the quarterly payroll and tax filing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-14 |
Reach out to this advisor