Best Investors
Account
Sign in
5899 Preston Rd Ste. 1103, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-15 |
Branch Locations
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bona Fide Finance | Bismark | ND | 05/2020 | 12/2024 |
| Galmegi Brewing Company | Busan | 03/2013 | 04/2021 | |
| Resolute Capital, Llc Dba Trunorth Advisors | Greenville | SC | 01/2025 | 10/2025 |
| Magni Publicani, Llc | Bismarck | ND | 06/2020 | 12/2024 |
| Blend Financial Inc. Dba Origin Financial | Boston | MA | 07/2025 | Present |
| Brindle & Bay Financial Advisors, Llc | Frisco | TX | 11/2025 | Present |
| Granite Wealth, Llc | Greer | SC | 08/2025 | Present |
(1) Name: Granite Wealth, LLC. Investment-Related: No. Address: Greer, SC. Nature: Tax Preparation and Tax Consulting. Position: Owner/Operator, Tax Preparer, Tax Consultant. Start Date: 8/2025. Approximate hours per month: 5. Approximate hours during securities trading hours: 0. Duties: Prepare income tax returns; provide consulting regarding tax strategies. (2) Name: Blend Financial Inc. dba Origin Financial. Investment-Related: Yes. Address: Boston, MA. Nature: Registered Investment Adviser. Position: Financial Planning Consultant. Start Date: 7/2025. Approximate hours per month: 5. Approximate hours during securities trading hours: 0. Duties: Provide financial planning consulting regarding financial planning topics related to South Korea and Guam.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-30 |
Reach out to this advisor