Best Investors
Account
Sign in
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-22 |
Branch Locations
2000 Center Point Road 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 |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2007 | 04/2021 |
| Cornerstone Financial Management | Columbia | SC | 04/2021 | 02/2022 |
| Lpl Financial Llc | Columbia | SC | 04/2021 | Present |
| Good Life Advisors, Llc | Columbia | SC | 02/2022 | Present |
1. 09/23/2021 - Cornerstone Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2. 02/28/2022 - ESPN - Not Investment Related - 47 Faculty Road , Princeton, NJ 098540 - Outside/W-2 Employment - Color Analyst - Start Date - 02/23/2022 - 12 Hours Per Month/6 Hours During Securities Trading. 3. 04/21/2022 - Good Life Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/09/2022 - 140 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, an independent investment advisor firm. I started this business activity in 02/2022. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's 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. 04/21/2022 - Good Life Advisors - DBA: (Hybrid) Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/09/2022 - 140 Hours Per Month/130 Hours During Securities Trading. 5. 04/25/2022 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/12/2022 - 140 Hours Per Month/130 Hours During Securities Trading. 6. 11/18/2022 - No Business Name - Not Investment Related - 10901 Wilson Blvd, Blythewood, SC 29016 - Other - Coaching - Swimming Coach- Blythewood High School - Start Date - 09/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading 7. 05/04/2023 - Gray Collegiate Academy - Not Investment Related - Columbia, SC - Outside/W-2 Employment - Start Date 08/01/2023 - 25 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
Reach out to this advisor