Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-10-06 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Louisville | KY | 10/2002 | 06/2017 |
| Independent Financial Partners | Tampa | FL | 09/2020 | Present |
| Lpl Financial Llc | Louisville | KY | 06/2017 | 09/2020 |
| Ifp Securities, Llc | Tampa | FL | 09/2020 | Present |
(1) Morrison Group; Non-Investment related; 1818 Shady Lane, Louisville, KY 40205; Owner, passive business used for investment income purposes; Start 8/6/81; 0% time spent. (2) Lifetime Wealth Strategies; DBA; Investment related; 9700 Bunsen Parkway, Louisville, KY 40299; Consultant, Financial Advisor; Start 9/21/20; 150 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-02 |
Reach out to this advisor