Best Investors
Account
Sign in
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-10-26 |
Branch Locations
310 W. Dickson Street, Suite 205, Fayetteville, AR 72701 • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services | Little Rock | AR | 04/2016 | 09/2017 |
| Lpl Financial, Llc | Little Rock | AR | 09/2017 | 02/2018 |
| Global Retirement Partners, Llc | Little Rock | AR | 09/2017 | 06/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 06/2021 | 10/2022 |
| Alliant Retirement Services, Llc | Alpharetta | GA | 10/2022 | Present |
The name of the other business: Alliant Insurance Services, LLC Whether the business is investment-related: No The address of the other business: Same as registered location The nature of the other business: General insurance consulting Your position: Employees for purposes of benefits and collaboration Title, or relationship with the other business: Alliant Insurance wholly owns Alliant Retirement Services, and provides payroll, hr, and facilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-26 |
Reach out to this advisor