Best Investors
Account
Sign in
Best Investors
Account
Sign in
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-09 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luken, Llc | Franklin | TN | 08/2004 | 04/2018 |
| Securities America, Inc | Franklin | TN | 12/2017 | 04/2018 |
| Securities America Advisors | Franklin | TN | 12/2017 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 04/2018 | 01/2019 |
| Milestone Financial | Chesterfield | VA | 01/2019 | 01/2023 |
| The Leaders Group, Inc. | Littleton | CO | 01/2019 | 01/2023 |
| Davenport & Company Llc | Richmond | VA | 01/2023 | Present |
1.) MILESTONE FINANCIAL - 1/17/2019 - 10108 Krause Road, Chesterfield, VA 23832 - Licensed Assistant, Clerical, Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 2/1/2019 - 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
Reach out to this advisor