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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-01 |
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
507 Ocean Blvd. Suite 101, St. Simons Island, GA 31522 • United States
13 E Deer Park Dr, Gaithersburg, MD 20877 • United States
3650 Community Rd Suite 101, Brunswick, GA 31520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Capital Lp | New York | NY | 09/2018 | 10/2019 |
| Unemployed | New York | NY | 06/2018 | 09/2018 |
| Klienfield | New York | NY | 12/2016 | 06/2018 |
| University Of South Carolina @ Beaufort | Beaufort | SC | 06/2013 | 12/2016 |
| Securities Service Network | Gaithersburg | MD | 10/2019 | 07/2020 |
| Ssn Advisory, Inc | Gaithersburg | MD | 10/2019 | 07/2020 |
| H. Beck, Inc. | Rockville | MD | 07/2020 | 03/2021 |
| Medallion Financial Group | Gaithersburg | MD | 10/2019 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | Present |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1. 05/2025- Medallion Financial Group-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/16/2019- 240 Hours Per Month- 5 Hours During Trading 2. 05/2025- Safe Money Concepts LLC-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/16/2019- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-19 |
Reach out to this advisor