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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-28 |
Branch Locations
5755 N Point Parkway, Ste 232, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glassman Consulting Services | Cumming | GA | 08/1991 | 08/2023 |
| Triad Advisors, Inc. | Norcross | GA | 12/2014 | 08/2023 |
| Infinite Asset Management | Alpharetta | GA | 12/2014 | 08/2023 |
| Lpl Financial Llc | Alpharetta | GA | 08/2023 | Present |
1) 8/17/2023- Wealth Enhancement And Preservation Of GA - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- 160hrs/mth 2) 8/17/2023- Fifth Qtr Group, LLC - Business Entity For Tax/Investment Purposes Only - Family Investments - Inv. Related- Cumming, GA - start date 11/8/2006- 5hrs/mth 3) 8/17/2023- Glassman Consulting Services, Inc. - Business Entity For Tax/Investment Purposes Only - Non- Inv. Related- Cumming, GA - start date 12/18/2002- 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
Reach out to this advisor