Best Investors
Account
Sign in
Best Investors
Account
Sign in
1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED_RES | 2023-10-18 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
400 Travis Street Suite 518, Shreveport, LA 71101 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Shreveport | LA | 12/2016 | 10/2020 |
| Millennium Medical Products | Shreveport | LA | 07/2006 | 12/2016 |
| Pruco Securities, Llc. | Shreveport | LA | 11/2020 | 10/2023 |
| Prudential Insurance Company Of America | Shreveport | LA | 11/2020 | 10/2023 |
| Wealthcare Advisory Partners Llc | Shreveport | LA | 10/2023 | Present |
INSURANCE SALES POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/16/2023 ADDRESS: 542 Sherwood Road, Shreveport LA 71106, United States DESCRIPTION: Assist clients with purchasing insurance products. BDD OPERATIONS LLC POSITION: Co Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2017 ADDRESS: Gilbert Circle, Shreveport LA 71106, United States DESCRIPTION: No actual responsibilities. Periodic monitoring of property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-20 |
Reach out to this advisor