Best Investors
Account
Sign in
Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-28 |
Branch Locations
340 Raleigh Street, Holly Springs, NC 27540 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Holly Springs | NC | 06/2012 | 12/2024 |
| Raymond James Financial Services Advisors Inc. | Holly Springs | NC | 06/2012 | 12/2024 |
| Sterling Fox Financial | Holly Springs | NC | 08/2012 | 12/2024 |
| Lpl Financial Llc | Holly Springs | NC | 12/2024 | Present |
| Good Life Advisors, Llc | Holly Springs | NC | 12/2024 | 08/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2026 | Present |
1) 10/24/2024 - Notary - NC 27540 - 5% time spent - Inv related - Start date: 08/09/2024. 2) 10/24/2024 - Pillar Financial Services - DBA for LPL Business (entity for LPL business) - NC 27540 - Inv related - 160 hrs per month - At reported business location(s). 3) 10/24/2024 - ACHL HOLDINGS LLC - Real Estate Rental - Co-owner - NC 27540 - Inv related - Start date: 08/23/2024. 4) 10/24/2024 - PASSEY FINANCIAL L.L.C. - Business Entity For Tax/Investment Purposes Only - Co-owner - NC 27562 - non inv related - 160 hrs per month - start date: 08/09/2012. 5) 01/08/2025 - Good Life Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - Home Based - Start Date:12/09/2024 - 160 Hrs/Mth - 0 Hrs During Trading.I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
Reach out to this advisor