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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-29 |
Branch Locations
4706 Papermill Dr Ste 202, Knoxville, TN 37909 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Knoxville | TN | 12/2012 | Present |
| Knox Wealth Partners Advisory | Knoxville | TN | 07/2017 | 06/2020 |
| Flagship Harbor Advisors, Llc | Knoxville | TN | 04/2020 | 06/2020 |
1. 12/9/2013 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 5% - DELEGATED HEALTH INSURANCE AGENT SELLING HEALTH INSURANCE INCLUDING SENIOR PRODUCTS. 2. 12/7/2022 - Prodigy Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-25 |
Reach out to this advisor