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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| SC | RA | APPROVED | 2025-08-04 |
Branch Locations
1431 Riverplace Blvd #910, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Jacksonville | FL | 03/2009 | 06/2025 |
| Perrone Financial Group Llc | Neptune Beach | FL | 06/2008 | 01/2017 |
| Raymond James Financial Services Advisors, Inc | Jacksonville | FL | 03/2010 | 06/2025 |
| Wood, Mccann, Mcclary | Neptune Beach | FL | 01/2017 | 08/2017 |
| Ellen O. Middleton & Associates | Jacksonville | FL | 09/2017 | 06/2025 |
| Lpl Financial | Jacksonville | FL | 07/2025 | Present |
1- 08/01/2025 - InVestra - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 06/25/2025 - 160 hrs mth / 8 hrs during trading 2. 08/05/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Investment Related - At reported business location(s) - Start date: 07/18/2025 - 160 hrs mth / 8 hrs during trading. I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 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. 3. 08/05/2025 - InVestra - Registered Investment Advisor DBA - Investment Related - At reported business location(s) - Start date: 07/18/2025 - 160 hrs mth / 8 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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