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 |
|---|---|---|---|
| KY | RA | APPROVED | 2020-08-28 |
Branch Locations
632 Buttermilk Pike, Crescent Springs, KY 41017 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Crestview Hills | KY | 08/2010 | 12/2018 |
| Independent Financial Partners | Crestview Hills | KY | 10/2013 | 12/2018 |
| Independent Advisor Alliance | Charlotte | NC | 12/2018 | 12/2018 |
| Independent Financial Partners | Tampa | FL | 03/2019 | Present |
| Ifp Securities, Llc | Tampa | FL | 09/2019 | Present |
(1) 10/22/2018 - No Business Name - Not Investment Related - 632 Buttermilk Pike, Home Based, and Highland Heights KY 41076 & Erlanger KY 41018 - Real Estate Rental -Sole Proprietorship/Single Owner- Started 05/01/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Added a second rental home. (2) No Business Name - Not Investment Related - 632 Buttermilk Pike-Rental property-Owner/General Partnership -Start Date 5-1-2020- 4 Hours Per Month/0 Hours During Securities Trading (3) Dickman Wealth Management - Investment Related -632 Buttermilk Pike, Crescent Springs, KY 41017- Fixed Insurance Agent- sales and service of fixed insurance products Life insurance, fixed/indexed annuities, LTC, DII through various carriers. 4 hrs/mo during trading hours. start: 03/04/2021 (4) Dickman Wealth Management - DBA Name Only - 632 Buttermilk Pike, Crescent Springs, KY 41017 - DBA Name used for investment business. (5) Cleanloopinnovations - Not Investment Related - 40 Linden Hill Dr Crescent Springs, KY 41017 - Started 11/17/2025 - 4 Hours Per Month/0 Hours During Securities Trading - Research only in Home recycling field.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
Reach out to this advisor