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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-16 |
| VA | RA | APPROVED | 2024-09-16 |
Branch Locations
4435 Waterfront Dr, Ste. 203, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2011 | 08/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2011 | 08/2019 |
| Alpha Wealth Advisors, Llc | Glen Allen | VA | 07/2012 | Present |
| Kestra Investment Services, Llc | Glen Allen | VA | 08/2019 | 09/2024 |
| Kestra Advisory Services, Llc | Glen Allen | VA | 08/2019 | 09/2024 |
| Lpl Financial Llc | Glen Allen | VA | 09/2024 | Present |
1- 08/2024 / Alpha Wealth Advisors. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 200hrs mth / 40 hrs during trading / At reported business location(s) 2- 08/2024 / AWA TPA Services / Third Party Administration (TPA) / Investment Related / 20 hrs mth / Glen Allen, VA / Start date: 07/01/2012 3- 08/2024 / Alpha Wealth Advisors, LLC / Non-Variable Insurance / Investment Related / 10 hrs mth / 1 hr during trading / Start date: 07/01/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-14 |
Reach out to this advisor