Best Investors
Account
Sign in
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-19 |
| CO | RA | APPROVED | 2025-12-23 |
| FL | RA | APPROVED | 2023-03-17 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Port St. Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mjf Construction | Chester | NJ | 04/2015 | 05/2017 |
| Aeh Construction | Chester | NJ | 05/2017 | 03/2022 |
| Tradition Securities And Derivatives Llc | New York | NY | 03/2022 | 01/2023 |
| Lpl Financial Llc | Reading | PA | 01/2023 | Present |
1- 01/2023 / M FINANCIAL PLANNING SERVICES, INC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Marlton, NJ 2- 01/2023 / Good Life Financial Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / READING, PA 3- 07/26/2023 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/26/2023 - 40 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/08/2025 - Resolute Family Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - Centennial, CO - Start Date:01/01/2025 - 80 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-04 |
Reach out to this advisor