Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1250 S Pine Island Road, Plantation, FL 33324 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lwm Advisory Services, Llc | Plantation | FL | 04/2016 | Present |
| Lpl Financial Llc | Plantation | FL | 04/2016 | 03/2026 |
| Modern Wealth Management, Llc | Plantation | FL | 03/2026 | Present |
1. 4/22/2021 - City of Sunrise - No Business Name - 10770 W. Oakland Park Blvd., Sunrise, FL 33351 - Non-Profit Board Member - Started 02/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Law Enforcement Advisory Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-29 |
Reach out to this advisor