Best Investors
Account
Sign in
Best Investors
Account
Sign in
Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-06 |
Branch Locations
Alpharetta, GA • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Alpharetta | GA | 04/2014 | 02/2017 |
| Jp Morgan Chase Bank | Alpharetta | GA | 04/2014 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 05/2017 | 08/2018 |
| Unemployed | Alpharetta | GA | 03/2017 | 05/2017 |
| Bank Of America, N.A. | Alpharetta | GA | 10/2017 | 08/2018 |
| Pnc Investments | Pittsburgh | PA | 09/2018 | 06/2019 |
| Primerica Financial Services | Duluth | GA | 07/2019 | 03/2020 |
| Cetera Advisor Networks | El Segundo | CA | 03/2020 | 07/2022 |
| Alliant Retirement Services | Alpharetta | GA | 03/2020 | 07/2022 |
| Lpl Financial Llc | Alpharetta | GA | 08/2022 | 04/2024 |
| Arista Advisory Group, Llc | Big Sky | MT | 08/2022 | 08/2024 |
| Arista Consulting Group, Llc | Big Sky | MT | 08/2022 | 09/2022 |
| Alera Group | Deerfield | IL | 08/2022 | 08/2024 |
| Alera Investment Advisors | Deerfield | IL | 07/2024 | 08/2024 |
| Unemployed | Alpharetta | GA | 08/2024 | 12/2024 |
| Lpl Financial Llc | Austin | TX | 12/2024 | Present |
| Wellth Advisory Services, Llc | Shorewood | IL | 12/2024 | Present |
1- 12/2024 / Strategic Retirement Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2) 01/09/2025 - WELLth Advisory Services, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:12/09/2024 - 20 Hrs/Mth - 5 Hrs During Trading. 3) 01/09/2025 - WELLth Advisory Services, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:12/09/2024 - 20 Hrs/Mth - 5 Hrs During Trading.I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 20 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 | 2017-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-28 |
Reach out to this advisor