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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-31 |
| SC | RA | APPROVED | 2026-08-31 |
Branch Locations
259 Textile Way Ste 105, Fort Mill, SC 29715 • United States
33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-01 |
Branch Locations
8025 Westside Parkway, Alpharetta, GA 30009 • United States
33 W 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 06/2016 | 07/2020 |
| Investacorp Advisory Services, Inc. | Miami | FL | 06/2016 | 07/2020 |
| Highland Capital/Brokerage | Barrington | ID | 06/2016 | 07/2022 |
| Securities America, Inc. | Indianapolis | IN | 07/2020 | 07/2022 |
| Securities America Advisors, Inc. | Indianapolis | IN | 07/2020 | 07/2022 |
| Synovus Securities Inc. | Alpharetta | GA | 02/2023 | 08/2026 |
| Synovus Bank | Alpharetta | GA | 02/2023 | 12/2025 |
| Target Corporation, Inc. | Milton | GA | 12/2022 | 12/2024 |
| Unemployed | Alpharetta | GA | 07/2022 | 11/2022 |
| Pinnacle Bank | Alpharetta | GA | 01/2026 | 08/2026 |
| Lpl Financial, Llc | Fort Mill | SC | 08/2026 | Present |
| Ruffalo Wealth Management | Fort Mill | SC | 08/2026 | Present |
1. 08/2026 - Ruffalo Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL- 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/31/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-14 |
Reach out to this advisor