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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Naples | FL | 12/2014 | Present |
| Hamilton Harbor Yacht Club | Naples | FL | 01/2015 | 11/2016 |
| Uber | Naples | FL | 11/2016 | Present |
1. 12/5/2014: Infinity L&S Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/5/2014 - Time Spent 100%. 2. 11/14/2016: Uber - Not Investment Related - Naples, FL - Outside/W-2 Employment - Uber Driver - Start 12/01/2016 - 40 Hours Per Month/0 Hours During Securities Trading - Responsible for driving people safely. 3. 5/27/2021 - UNITED HEALTH; AETNA; CIGNA; HUMANA; WELLCARE - Investment Related - Home Based - Started 11/01/2015 - 20 Hours Per Month/0 Hours During Securities Trading - INDEPENDENT SALES PERSON FOR MEDICARE SUPPLEMENT AND MEDICARE ADVANTAGE AND ANCILLARY PRODUCTS. 4. 08/23/2021 - Insured239 - Investment Related - 3525 AVION WOODS CT, STE. 701, NAPLES, FL 34104 - Non-Variable Insurance - INDEPENDENT AGENT - Start Date: 01/01/2021 - 20 Hours Per Month/0 Hours During Securities Trading - SELL HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
Reach out to this advisor