Best Investors
Account
Sign in
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-02-12 |
Branch Locations
904 Bombay Lane, Roswell, GA 30076 • United States
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Roswell | GA | 01/2006 | Present |
| Mpwm Advisory Solutions Llc | Roswell | GA | 01/2019 | Present |
| Capstone Benefits Advisors | Roswell | GA | 01/2006 | Present |
1. 1/20/06 - LIFE, HEALTH, DISABILITY, AND FIXED ANNUITIES-01/20/2006 2. 11/20/06 - CAPSTONE BENEFITS ADVISORS/NON-VARIABLE INSURANCE/ROSWELL GA 3. 04/27/09 / DBA ONLY / CAPSTONE FINANCIAL ADVISORS. 4. 2/1/2021 - MPWM Advisory Solutions LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2019 - 200 Hours Per Month/200 Hours During Securities Trading - I provide investment advisory services through MPWM Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 200 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. 5. 2/1/2021 - MPWM Advisory Solutions LLC - DBA: (Hybrid) Capstone Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2019 - 200 Hours Per Month/200 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-13 |
Reach out to this advisor