Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-26 |
| FL | RA | APPROVED | 2018-02-15 |
| GA | RA | APPROVED | 2018-02-14 |
| IL | RA | APPROVED | 2018-02-14 |
| OR | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
2000 Banks Rd Ste 201D, Margate, FL 33063 • United States
1450 Madruga Ave Ste 306A, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Coral Gables | FL | 04/2009 | 02/2018 |
| Asset Planning Group | Miami | FL | 01/1993 | Present |
| Lpl Financial Llc | Coral Gables | FL | 02/2018 | Present |
1. 02/14/2018 - FINANCIAL ASSET MANAGEMENT GROUP, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 8/1/2014 - 1 Hour During Securities Trading. 2. 02/14/2018 - Asset Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 03/12/2018 - ASSET PLANNING GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
Reach out to this advisor