Best Investors
Account
Sign in
Best Investors
Account
Sign in
1311 Chuck Dawley Blvd. Suite 103, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2010-07-22 |
| TX | RA | APPROVED_RES | 2004-07-30 |
Branch Locations
1311 Chuck Dawley Blvd. Suite 103, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Financial Services, Llc | Mt. Pleasant | SC | 07/2004 | Present |
OWN SOME RENTAL PROPERTY, THE R. MASON MOISE RENTAL PROPERTY, MT. PLEASANT, SC, 2-2000, DEVOTE 1 1/2 HR. EACH MONTH, NONE OF WHICH IS DURING TRADING HRS, DUTIES ARE LIMITED TO RECEIVING ONE CHECK IN THE MAIL FROM THE PROPERTY MANAGER AND DEPOSITING IT. FROM THIS CHECK WE SERVICE THE MORTGAGE. TRUSTEE ON MY BROTHERS LIFE INSURANCE TRUST, THE JOHN H. STONE III LIFE INSURANCE TRUST, CREATED 4-2000, MT. PLEASANT, SC, 1/2 HR. EACH MONTH, NONE DURING TRADING HRS., DUTIES INCLUDE MONITORING THE LIFE INS. POLICY PERFORMANCE, DETERMINING APPROPRIATE PREMIUM DEPOSITS, AND SENDING OUT THE ANNUAL NOTICES TO THE REMAINDER MEN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-12 |
Reach out to this advisor