Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| ID | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
3840 Belfort Road Suite 101, Jacksonville, FL 32216 • United States
128 Orange Avenue Suite 211, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Daytona Beach | FL | 03/1992 | 11/2024 |
| Lpl Enterprise, Llc | Daytona Beach | FL | 11/2024 | Present |
1) 11/14/2024 - Jacksonville University College of Arts and Sciences Advisory Board - Provide advice to college dean, promote the work of the college, connect opportunities for the college and its students within the private/public sector - Non-Profit Board Member - Non Inv Related - At Jacksonville, FL - Start Date 10/14/2019 - 3hrs/mth - 3hrs/mth During Trading 2) 11/14/2024 - Belpoint Office Condo Association - Assist with maintaining the operations and common areas of the office condo association - Non-Profit Board Member - Non Inv Related - At Jacksonville, FL - Start Date 09/20/2024 - 1hrs/mth - 1hrs/mth During Trading 3) 12/06/2024-Mantay & Company Insurance and Financial Services-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/01/2007-400hrs/mth-400hrs/mth during trading 4) 07/02/2026-Mantay & Company Insurance and Financial Services-Owner/Agent-Property and Casualty-Inv related-At Jacksonville, FL-Start date 01/01/2016-10hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-08 |
Reach out to this advisor