Best Investors
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Account
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5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-02 |
Branch Locations
1028 Lee-Ann Drive Suite 218, Concord, NC 28025 • United States
1028 Lee-Ann Drive, Suite 218, Concord, NC 28025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-03-09 |
Branch Locations
1028 Lee-Ann Drive, Suite 218, Concord, NC 28025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 06/1997 | Present |
| Mml Investors Services, Inc. | Charlotte | NC | 07/1997 | Present |
| Matson Money, Inc. | Mason | OH | 01/2017 | Present |
FAMILY WEALTH PARTNERS 1. FINANCIAL PLANNING 2. SELLS LIFE, DISABILITY & LONG TERM CARE INSURANCE WHEN APPLICABLE AND NEEDED BY CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
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