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 | 2025-01-23 |
Branch Locations
8704 Sr 70 E, Bradenton, FL 34202 • United States
439 S Florida Ave, Lakeland, FL 33801 • United States
408 S Macdill Ave, Tampa, FL 33609 • United States
17635 Bruce B Downs Blvd, Tampa, FL 33647 • United States
2180 4Th St N, St Petersburg, FL 33704 • United States
5140 E Fowler Ave, Tampa, FL 33617 • United States
12471 W Linebaugh Ave, Tampa, FL 33626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Miami | FL | 12/2015 | 03/2017 |
| Independent Financial Partners | Miami | FL | 06/2016 | 03/2017 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 03/2017 | 03/2023 |
| Principal Life Insurance Company | Tampa | FL | 07/2024 | 12/2024 |
| Principal Securities, Inc. | Tampa | FL | 07/2024 | 12/2024 |
| Traveling | Belleair | FL | 03/2023 | 07/2024 |
| Lake Michigan Credit Union | Tampa | FL | 01/2025 | Present |
| Lpl Financial Llc | Tampa | FL | 01/2025 | Present |
1 - 01/2025 - Lake Michigan Credit Union - Financial Institution Duty - Inv Related - 160 Hours/Month - 8 Hours During Trading - FL 33626 - OBA Start Date: 01/21/2025. 2. 02/24/2025- MaxWealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/21/2025- 160 Hours Per Month- 8 Hours During Trading 3. 03/03/2025- Oceanview, Aspida, F&G- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/27/2025- 5 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-15 |
Reach out to this advisor