Best Investors
Account
Sign in
735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-29 |
Branch Locations
735 Plaza Boulevard Suite 100, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners | Davenport | IA | 08/2013 | Present |
| Cfo4Life | Coppell | TX | 08/2013 | 03/2017 |
| Cfo4Life Group, Llc | Coppell | TX | 03/2017 | Present |
1) ACTIVITY: TAX AND BUSINESS CONSULTING SERVICES NAME AND ADDRESS OF BUSINESS: LMBC II, 735 PLAZA BLVD., SUITE 100, COPPELL, TX 75019 NATURE OF BUSINESS: NON INVESTMENT RELATED; TAX PREPARATION SERVICES, BUSINESS CONSULTING POSITION/TITLE/ASSOCIATION & DUTIES: TAX PREPARATION AND BUSINESS CONSULTING START DATE OF ACTIVITY: AUGUST 2013 COMPENSATION: SALARY FROM CFO4LIFE TIME SPENT: APPROXIMATELY 140 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 100 HOURS SPENT PER MONTH 2) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; TAX PLANNING ASSOCIATE; ACTIVITY BEGAN 08/2013; 180 HOURS PER MONTH; 180 HOURS PER MONTH DURING TRADING HOURS; TAX PLANNING ASSOCIATE; 3)AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED ASSISTANT; ACTIVITY BEGAN 08/2013; 20 HOURS PER MONTH; 20 HOURS PER MONTH DURING TRADING HOURS; REGISTERED ASSISTANT; 4) INDEPENDENT INSURANCE AGENT/PROTECT4LIFE; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 2 HOURS PER MONTH; APPROX. 2 HOURS DURING TRADING HOURS; NON-INVESTMENT RELATED; APPOINTED WITH VARIOUS LIFE, HEALTH, DISABILITY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. COMPENSATION BY COMMISSION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-04 |
Reach out to this advisor