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 | 2024-11-20 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America` | Minneapolis | MN | 03/2005 | 01/2018 |
| Allianz Life Financial Services | Minneapolis | MN | 06/2008 | 01/2018 |
| Emerson Equity Llc | San Mateo | CA | 02/2019 | 12/2019 |
| Gwg Holdings | Minneapolis | MN | 03/2018 | 02/2019 |
| Lcx Life | Boca Raton | FL | 01/2020 | 08/2020 |
| Abacus Settlements Llc | Orlando | FL | 08/2020 | 11/2021 |
| Fidelity Investments | Orlando | FL | 11/2021 | 04/2024 |
| The Prudential Insurance Co. Of America | Orlando | FL | 04/2024 | Present |
| Pruco Securities, Llc | Orlando | FL | 04/2024 | 11/2024 |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | Present |
1. 9/23/2024: no business name; Real Estate Rental; Rental home. No responsibilities. It is a rental townhome my wife owned before we got married and bought a house (second property); Inv. related; start date: 12/12/2022; 0hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-21 |
Reach out to this advisor