Best Investors
Account
Sign in
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
516 S Wheeler St, Jasper, TX 75951 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Advisory Services Llc | Raleigh | NC | 07/2025 | Present |
| Retirement Education Partners | Jasper | TX | 02/2012 | Present |
| Senior Benefits Advisors, Llc | Jasper | TX | 04/2025 | Present |
1) RETIREMENT EDUCATION PARTNERS, INC, 516 S. WHEELER ST, JASPER, TX 75951; SALES OF LIFE INSURANCE AND ANNUITIES; VICE PRESIDENT/CO-OWNER;START 2/16/2012; SUPERVISE DAILY OPERATIONS, MANAGE PERSONNEL AND FUNCTION AS AN INSURANCE AGENT PROVIDING LIFE AND ANNUITY POLICIES; 80 HRS/MON; 16 HRS/ MON DURING SECURITIES TRADING HRS; NON-INVESTMENT RELATED. 2) BICKERSTAFF HOLDINGS, LLC, 215 E WATER ST, JASPER, TX 75951; COMPANY OWNS AND OVERSEES SUBSIDIARY ENTITIES; VICE PRESIDENT/CO-OWNER; START 10/25/17; OVERSEE THE FINANCIAL ASPECTS OF THE BUSINESS. RESPONSIBLE FOR PROCESSING BILL PAYMENTS AND POSSESS CHECK-WRITING PRIVILEGES; 8 HRS/MON; O HRS/MON DURING SECURITIES TRADING HRS; NON-INVESTMENT RELATED. 3) SENIOR BENEFITS ADVISORS, LLC, 516 S WHEELER ST, JASPER, TX 75951; SALES OF MEDICARE AND LIFE INSURANCE;WICE PRESIDENT/CO-OWNER/AGENT; START 4/2/2025;OVERSEE THE FINANCIAL ASPECTS OF THE BUSINESS. RESPONSIBLE FOR PROCESSING BILL PAYMENTS AND POSSESS CHECK-WRITING PRIVILEGES;.12 HRS/MON;4 HRS/MON DURING SECURITIES TRADING HRS.NON-INVESTMENT RELATED. 4) BICKERSTAFF INVESTMENT GROUP, LLC;, 516 S WHEELER ST, JASPER, TX 75951; PROVIDES INVESTMENT ADVISORY SERVICES; VICE PRESIDENT/CO-OWNER/ADVISOR; START 6/1/2025; SUPERVISE DAILY OPERATIONS, MANAGE PERSONNEL AND FUNCTION AS AN IAR PROVIDING INVESTMENT ADVICE; 124 HRS/MON; 124 HRS /MON DURING SECURITIES TRADING HT=RS; INVESTMENT REALTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
Reach out to this advisor