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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
Jacksonville, FL • United States
7802 Atlantic Blvd, Jacksonville, FL 32211 • United States
686 Commerce Center Drive, Jacksonville, FL 32225 • United States
1802 Kernan Blvd S, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 05/2014 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2017 | 08/2018 |
| Bank Of America N.A. | Jacksonville | FL | 02/2017 | 08/2018 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 09/2017 | 08/2018 |
| Securian Financial Services Inc | St Paul | MN | 08/2018 | 06/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2018 | 06/2019 |
| Capital Financial Strategies | Jacksonville | FL | 08/2018 | 06/2019 |
| Navy Federal Financial Group, Llc | Jacksonville | FL | 06/2019 | 09/2019 |
| Navy Federal Brokerage Services, Llc | Jacksonville | FL | 06/2019 | 09/2019 |
| Cetera Investment Advisers Llc | Jacksonville | FL | 09/2019 | 02/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2019 | 02/2020 |
| Regions Bank | Jacksonville | FL | 09/2019 | 02/2020 |
| Community First Credit Union Of Florida | Neptune Beach | FL | 02/2020 | 11/2020 |
| Cuso Financial Services, L.P. | San Diego | CA | 02/2020 | 11/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2020 | 02/2024 |
| Cuna Mutual Group | Waverly | IA | 11/2020 | 02/2024 |
| Lpl Financial Llc | Jacksonville | FL | 05/2022 | Present |
| Vystar Credit Union | Jacksonville | FL | 03/2024 | Present |
1) 05/18/2022 - Financial Retirement and Investment Services, Inc.-Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Gratitude America's mission- Not Investment Related- Fernandina beach, FL 32035- Non-Profit Board Member- State Date- March 2021 3) 05/18/2022 - US ARMY RESERVES- Not Investment Related - Jacksonville FL 32211- Military- Military- Start Date - 03/16/2015- 16 Hours Per Month 4) 05/18/2022 - Vets on TAP- Not Investment Related- Jacksonville, FL 32224- Non-Profit Board Member - help with the planning of events for veterans to network - Start Date- 2019 - 0 Hours During Securities Trading 5) 06/03/2024 - VyStar Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 0 Hours Per Month/ During Trading 6) 11/25/2025-VyStar Investment Services-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2025-40hrs/mth-8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-15 |
Reach out to this advisor