Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-30 |
Branch Locations
151 East Main Street, Lebanon, VA 24266 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2019 | 01/2026 |
| Morgan Mcclure Ford | St. Paul | VA | 01/2019 | 02/2019 |
| Unemployed | Lebanon | VA | 02/2019 | 04/2019 |
| Freedom Ford Of Lebanon Llc | Lebanon | VA | 10/2016 | 01/2019 |
| Freedom Ford Of Claypool Hill Llc | Pounding Mill | VA | 11/2009 | 09/2016 |
| Concurrent Investment Advisors, Llc | Lebanon | VA | 01/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
| Lindamood Financial Group | Lebanon | VA | 01/2026 | Present |
Lindamood Financial Group; Investment Related; 151 East Main Street, Lebanon, VA 24266; Support Company/DBA; Financial Advisor; 1/30/2026; 160 hrs/mo; 140 trading hrs/mo; Non owner of Support Company in which the DBA will be used to conduct advisory services. Purshe Kaplan Sterling Investments; Investment Related; 80 State Street, Albany, NY 12207; Broker Dealer; Registered Representative; 1/30/2026; 5-10 hrs/mo; 5-10 trading hrs/mo; Broker Dealer in which commission based business is conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-05 |
Reach out to this advisor