Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-13 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
17011, Clermont, FL 34711 • United States
17011 S.R. 50 Suite 203, Clermont, FL 34711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Blue Bell | PA | 09/2016 | 08/2018 |
| Park Avenue Securities Llc | Blue Bell | PA | 09/2016 | 09/2018 |
| Massmutual | Bala Cynwyd | PA | 09/2018 | 10/2019 |
| Mml Investors Services, Llc | Bala Cynwyd | PA | 09/2018 | 11/2019 |
| Citizens Securities, Inc. | Philadelphia | PA | 11/2019 | 01/2020 |
| Thrive Financial Services, Llc | Fort Washington | PA | 01/2020 | 12/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2021 | 09/2022 |
| Thrive Capital Management, Llc | Fort Washington | PA | 02/2020 | 12/2020 |
| The Life Wealth Group | Orlando | FL | 01/2021 | 09/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2021 | 09/2022 |
| Stewardship Advisory Group, Llc | Clermont | FL | 09/2022 | Present |
| Stewardship Legacy Coaching, Llc | Clermont | FL | 09/2022 | Present |
| Joseph W. Veasey | Clermont | FL | 09/2022 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 09/2022 | 07/2026 |
| Oneascent Financial Solutions, Llc | Birmingham | AL | 07/2026 | Present |
1.) JOSEPH W. VEASEY - INSURANCE AGENT - NON-VARIABLE INSURANCE - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED 2.) STEWARDSHIP ADVISORY GROUP, LLC - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED 3.) STEWARDSHIP LEGACY COACHING, LLC - CASE PLANNING & TAX SPECIALIST - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - CLERMONT, FL - SINCE 09/2022 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP - FINANCIAL ADVISOR AND CASE PLANNING & TAX SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED 5.) REDEEMER ORTHODOX PRESBYTERIAN CHURCH - TRUSTEE - CHURCH - OCOEE, FL - SINCE 09/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
Reach out to this advisor