Best Investors
Account
Sign in
Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
| CA | RA | APPROVED | 2026-01-26 |
| NJ | RA | APPROVED | 2026-01-26 |
| NY | RA | APPROVED | 2026-01-26 |
| VA | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2024-06-04 |
| FL | RA | APPROVED | 2018-12-20 |
| IL | RA | APPROVED | 2018-11-14 |
Branch Locations
1750 N. University Drive, Suite 209, Coral Springs, FL 33071 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-08-06 |
Branch Locations
1750 N University Dr, Ste 209, Coral Springs, FL 33071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Coral Springs | FL | 06/2010 | Present |
| Independent Financial Partners | Coral Springs | FL | 06/2010 | 11/2018 |
| Global Retirement Partners, Llc | Coral Springs | FL | 11/2018 | Present |
1. 07/08/2015: VACATION RENTAL PROPERTIES - NOT INV REL - 140 ALPINE TRAIL PITTSFIELD MA 01201 & 96000 OVERSEAS HWY R3 KEY LARGO FL. 33037 - REAL ESTATE RENTAL - START 02/09/2009 - 1 HR/MO NONE DURING SECS TRDG HRS - PROPERTY OWNER 2. 07/17/2015: ALL BENEFITS CONSULTING CORP (ABCC) - INV REL - 1999 N UNIVERSITY DR SUITE 214 CORAL SPRINGS FL 33071 - INSURANCE AGENCY - START 01/02/1997 - 3 HR/MO NONE DURING SECS TRDG HRS - OWNER. SELL GROUP INSURANCE PRODUCTS TO SMALL BUSINESSES. INS TYPES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 3. 05/03/2016 * Financial Partners * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * used for Advisory Business and LPL Brokerage Business * START 01/01/1997 * 30 HRS/MO DURING SECS TRDG HRS. 4. 11/13/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2018 - 100 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 08/2016. I expect to spend approximately 100 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. 12/4/2018 - Financial Partners Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2018 - 40 Hours Per Month During Securities Trading - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-11 |
Reach out to this advisor