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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
6728 Loop Road Suite 103, Centerville, OH 45459 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Dayton | OH | 09/2013 | Present |
| Pruco Securities, Llc. | Dayton | OH | 09/2013 | 11/2024 |
| Lpl Enterprise, Llc | Centerville | OH | 11/2024 | Present |
1) 11/14/2024- Modern Money Advisors- Business Entity For Tax/Investment Purposes Only- MMA is an LLC that was established for tax purposes, payroll, and other business activities.- Not INV Related- Start date 08/16/2022- 2 HRS MTH- 0 HRS During Trading 2) 08/28/2025-Modern Money Wealth Advisors-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2026-80hrs/mth-80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
Reach out to this advisor