Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-11-10 |
Branch Locations
330 Mallory Station Rd Suite A-2, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brentwood | TN | 09/2011 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 09/2016 | 11/2016 |
| Independent Financial Partners | Brentwood | TN | 11/2016 | Present |
| Ifp Securities, Llc | Franklin | TN | 05/2019 | Present |
(1) 12/14/2016: Prudent Process - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/06/2016 - 40 Hours Per week/40 hours during trading. (2)Fiduciary Impact LLC - not investment related - 330 Mallory Station Rd Suite A-2 Franklin TN 37067 - Providing fiduciary consulting and expert witness services. - owner - start date 2/29/2024 - 20 hours/month - 6 hours/month during trading - Review of fiduciary activities / actions and preparation of reports as well as expert witness testimony as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-06 |
Reach out to this advisor