Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
Branch Locations
100 Corporate Drive, #600, Fort Lauderdale, FL 33334 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Fort Lauderdale | FL | 06/2013 | 09/2022 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 04/2014 | 09/2022 |
| Goldman Sachs | Boca Raton | FL | 09/2022 | 11/2023 |
| United Capital Financial Advisors, Llc | Irving | TX | 11/2023 | 04/2024 |
| Lpl Financial Llc | Ft Lauderdale | FL | 04/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2024 | Present |
1- 04/2024 / BLS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 04/2024 / HUB RETIREMENT & WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 04/2024 / BLS WEALTH MANAGEMENT A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 4- 05/02/2024 - HUB RETIREMENT & WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 4/29/24 - 160 Hours Per Month/ 8 Hours During Trading 5- 05/02/2024 - BLS WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 4/29/24 - 160 Hours Per Month/ 8 Hours During Trading 6- 05/02/2024 - BLS WEALTH MANAGEMENT, A HUB INT'L CO - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 4/29/24 - 160 Hours Per Month/ 8 Hours During Trading 7- 05/02/2024 - Global Retirement Partners - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 4/29/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-16 |
Reach out to this advisor