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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-09 |
Branch Locations
2272 Airport Road South Suite 301, Naples, FL 34112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forethought Llc | St Louis | MO | 05/2014 | 08/2024 |
| Haberstroh Insurance Agency | St. Louis | MO | 02/2013 | 05/2019 |
| Mutual Of Omaha Insurance Company | Louisville | KY | 05/2019 | 08/2023 |
| Mutual Of Omaha Investor Services | Louisville | KY | 05/2019 | 12/2023 |
| Pruco Securities Llc | Tampa | FL | 08/2024 | 11/2024 |
| Prudential Insurance Company Of America | Tampa | FL | 08/2024 | Present |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | Present |
1) 07/21/2026-The Rotary Club of Naples-Board Member-Non-Profit Board Member-Not inv related-At Naples, FL-Start date 07/17/2026-4hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-20 |
Reach out to this advisor