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 | 2024-11-18 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Lake Mary | FL | 06/2015 | 11/2024 |
| The Prudential Insurance Company Of America | Lake Mary | FL | 09/2015 | Present |
| Lpl Enterprise, Llc | Lake Mary | FL | 11/2024 | Present |
1) 09/24/2024- Couch Braunsdorf Insurance Group- Property and Casualty- Ability to provide coverage to our clients for personal or commercial lines P&C coverage through a variety of carriers.- INV Related- At Lake Mary, FL - Start date 01/01/2019- 0 HRS MTH- 0 HRS During Trading 2) 09/23/2024- Foundational Wealth Planners- DBA for LPL Business (entity for LPL business)- fee based investment advisory, insurance, and wealth management services- INV Related- At Lake Mary, FL- Start date 10/01/2021- 180 HRS MTH- 180 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-08 |
Reach out to this advisor