Best Investors
Account
Sign in
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| SC | RA | APPROVED | 2017-02-16 |
Branch Locations
2000 Center Point I Suite 2220, Columbia, SC 29210 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Management, Lpl Financial | Columbia | SC | 04/2016 | Present |
| Lpl Financial Llc | Columbia | SC | 09/2016 | Present |
| Good Life Advisors, Llc | Columbia | SC | 01/2017 | Present |
1) 10/24/16- Cornerstone Financial Management-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 2/17/2017 - Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/6/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3) 2/17/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/6/2016 - 4 Hours Per Month/1 Hour During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2017. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 8/14/2017 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/02/2017 - 8 Hours Per Month During Securities Trading - Fixed insurance. 5) 02/12/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - agent - Start Date 02/19/2018 - 1 Hours Per Month/0 During Securities Trading 6) 10/29/2025- The Cage Project- Rep's business- Not INV Related- At Chapin, SC - Start date 11/01/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-19 |
Reach out to this advisor