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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| FL | RA | APPROVED | 2021-04-27 |
Branch Locations
1812 Manatee Avenue West, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Seffner | FL | 08/2020 | 02/2021 |
| Centerstate Bank | Brandon | FL | 09/2018 | 08/2020 |
| First Citrus Bank | Brandon | FL | 07/2014 | 08/2018 |
| Lpl Financial Ll | Brandon | FL | 02/2021 | Present |
1) 03/1/2021- FOCUS WEALTH STRATEGIES LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Brandon, FL- start date 02/1/2021-100% 2) 03/1/2021- Florida Marketplace Ministry, INC - Non-Profit Board Member - Not Inv. Related- Brandon, FL - start date 11/18/2020 3) 09/09/2024 - Focus Retirement Solutions, LLC. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/28/2020 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
Reach out to this advisor