Best Investors
Account
Sign in
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-11 |
Branch Locations
1521 Concord Pike Suite 103 West, Wilmington, DE 19803 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 06/2026 | Present |
| Poole Locke Associates | Wilmington | DE | 05/2026 | Present |
| Unemployed | Wilmington | DE | 11/2025 | 05/2026 |
| Us Foods | Swedesboro | NJ | 08/2024 | 11/2025 |
| Ruan Logistics | Middletown | DE | 07/2023 | 08/2024 |
| Mcelroy Truck Lines | Cuba | AL | 10/2022 | 09/2023 |
| Dawn Career Institute | New Ark | DE | 01/2022 | 06/2022 |
| New Hudson Facades | Aston | PA | 07/2021 | 10/2022 |
| Delaware State Fire School | New Castle | DE | 05/2021 | 06/2021 |
| Allied Universal | Marcus Hook | PA | 10/2020 | 06/2021 |
| High School | Wilmington | DE | 06/2016 | 06/2020 |
| Planet Fitness | Wilmington | DE | 06/2020 | 09/2020 |
1. Poole Locke Associates - Client Acquisition Advisor - 05/2026 - present - Investment Related - Recruiting new clients for investment advisory services - 1521 Concord Pike, Suite 103 West, Wilmington, DE 19803. This will encompass approximately 100% of business hours. 2. Retirement Income Source, LLC DBA - 05/2026 - present - Investment Related - 1521 Concord Pike, Suite 103 West, Wilmington, DE 19803. The Retirement Income Source is used to market to prospective clients for Investment Advisory services. This will not encompass any business hours. 3. Brisk Lawn and Snow, LLC - 07/2020 - present - Not investment related - 4954 W. Brigantine Court, Wilmington, DE 19808. Landscaping company - managing member. This will not encompass any business hours. 4. Boxout Logistics, LLC - 06/2025 - present - Not investment related - 4954 W. Brigantine Court, Wilmington, DE 19808. Trucking company - managing member. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
Reach out to this advisor