Best Investors
Account
Sign in
Best Investors
Account
Sign in
510 Lexington Avenue Suite 101, Chapin, SC 29036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
Branch Locations
Jacksonville, FL • United States
510 Lexington Avenue Suite 101, Chapin, SC 29036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2019 | 01/2022 |
| Cypress Point Wealth Management | Dallas | TX | 05/2018 | 07/2018 |
| Texas Tech University | Lubbock | TX | 08/2014 | 05/2019 |
| Life Planning Partners, Inc. | Jacksonville | FL | 10/2024 | 03/2026 |
| Zeiders' Enterprises Llc | Woodbridge | VA | 01/2022 | 08/2023 |
| Magellan Federal | Jacksonville | FL | 08/2023 | Present |
| Keen Capital, Ltd. | Jacksonville | FL | 04/2026 | Present |
1) Magellan Federal; Investment-related; 5031 Degrove Rd, Jacksonville, FL. 32207; Financial Counseling; Financial Counselor; 8/1/2023; 8 hours per month; 0 during trading hours; Provides financial counseling services to military personnel on an as needed basis
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
Reach out to this advisor