Best Investors
Account
Sign in
Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-18 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1330 Lady Street, Suite 202, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowers Benefit Consulting | Columbia | SC | 10/2004 | Present |
| Lincoln Financial Securities Corporation | Columbia | SC | 07/2008 | 07/2024 |
| Keenan Suggs Bowers Elkins Llc | Columbia | SC | 04/2005 | 09/2016 |
| Keenan Suggs/Hub | Columbia | SC | 09/2016 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2024 | Present |
| Lpl Financial Llc | Columbia | SC | 07/2024 | Present |
| Hub International Investment Services | Kansas City | MO | 02/2025 | Present |
1) 05/2024 - CREATIVE FINANCIAL STRATEGIES / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 05/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB INT'L CO / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 3) 05/2024 -BOWERS BENEFIT CONSULTING / Non-Variable Insurance / Inv. Related / Columbia SC / Start date 05/01/2024 - 25 Hrs per month -20% Time Spent 4) 05/2024 -HUB INTERNATIONAL / Outside/W-2 Employment / Not.Inv. Related / Columbia SC / Start date 08/01/2016 - 150 Hrs per month -85% Time Spent 5) 05/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT /DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 6) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 7) 07/23/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 8) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 9) 07/23/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB INT'L CO - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-22 |
Reach out to this advisor