Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mt Pleasant | SC | 10/2019 | 09/2025 |
| White Glove Workshops | Birmingham | MI | 01/2017 | 10/2019 |
| Rochester Community Public Schools | Rochester | MI | 01/2015 | 01/2017 |
| Gnc | Lake Orion | MI | 01/2015 | 01/2017 |
| Oakland University | Rochester Hills | MI | 01/2012 | 01/2017 |
| Headland Capital, Llc | Mt. Pleasant | SC | 12/2024 | 06/2025 |
| Kestra Investment Services, Llc | Mt Pleasant | SC | 09/2025 | Present |
| Kestra Advisory Services, Llc | Mt Pleasant | SC | 09/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PEARL WEALTH MANAGEMENT LLC POSITION: OWNER NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2022 ADDRESS: 75 PORT CITY LANDING, MT PLEASANT SC 29464, United States DESCRIPTION: LIFE, DISABILITY AND ANNUITY SALES Name: DEFINE WEALTH FINANCIAL GROUP POSITION: FINANCIAL ADVISOR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/24/2025 ADDRESS: 75 PORT CITY LANDING SUITE 110, MT PLEASANT SC 29464, United States DESCRIPTION: MEETING WITH CLIENTS, GIVING RECOMMENDATIONS, ETC. Name: DEFINE WEALTH FINANCIAL GROUP POSITION: FINANCIAL ADVISOR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/24/2025 ADDRESS: 75 PORT CITY LANDING SUITE 110, MT PLEASANT SC 29464, United States DESCRIPTION: MEETING WITH CLIENTS, GIVING RECOMMENDATIONS, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-25 |
Reach out to this advisor