Best Investors
Account
Sign in
4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-20 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Sherwood | AR | 05/2022 | 09/2022 |
| World Financial Group, Inc. | Sherwood | AR | 09/2021 | 09/2022 |
| Urban Tree Merchants | Arlington | TX | 03/2021 | 06/2021 |
| Student | Scottsburg | IN | 08/2002 | 12/2018 |
| Midnight Oil Coffeehouse | Searcy | AR | 12/2018 | 02/2021 |
| Travel | Fort Worth | TX | 02/2021 | 03/2021 |
| Travel | Saint Louis | MO | 06/2021 | 07/2021 |
| Blueprint Coffee Company | Saint Louis | MO | 07/2021 | 09/2021 |
| Burptree Llc | Searcy | AR | 10/2021 | Present |
| Student | Searcy | AR | 08/2019 | 09/2020 |
| Whistle Stop Bbq | Searcy | AR | 09/2016 | 03/2019 |
| Home Depot | Searcy | AR | 05/2017 | 07/2017 |
| Home Depot | Cabot | AR | 02/2018 | 03/2018 |
| Instacart | Searcy | AR | 03/2021 | 04/2021 |
| Doordash | Searcy | AR | 01/2021 | 03/2021 |
| Midnight Oil Coffeehouse | Searcy | AR | 09/2021 | 01/2022 |
| Shawmut Services Llc | Searcy | AR | 06/2022 | 08/2022 |
| Popl Co | Searcy | AR | 07/2022 | 01/2023 |
| Lion Street Financial | Memphis | TN | 09/2022 | Present |
| Csenge Advisory Group. | Frisco | TX | 10/2022 | Present |
| Integrity Alliance, Llc. | Memphis | TN | 11/2025 | Present |
1 )BURPTREE LLC POSITION: Owner NATURE: BurpTree LLC is a small handcrafted woodworking company owned equally by my brother & I. We sell cutting boards & coasters retail and wholesale on spare time basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2021 ADDRESS: 2005 Audley Bolton Dr., Searcy AR 72143, United States DESCRIPTION: I file the appropriate sales & use tax each month, act as a consultant, and advise on marketing while my brother handles sales and production. My role is very minimal and only requires 2 hours or so per month now. 2) XS24 ONLINE PRINTING POSITION: Owner NATURE: Custom Signs & Apparel Printing on demand for schools, organizations & clubs. These are sold online & shipped direct to them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 12820 S Memorial, Dr. #105, Bixby OK 74008, United States DESCRIPTION: Business Development / Marketing 3) CSENGE ADVISORY GROUP POSITION: Employee NATURE: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment and financial planning advice for a fee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/20/2022 ADDRESS: 4755 E Bay Dr., Clearwater FL 33764, United States DESCRIPTION: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment & financial planning advice for a fee. 4) NOT TOO FAR POSITION: Employee NATURE: Not2Far is in the telecommunications space, specializing in bringing high-speed internet to the world's most isolated communities. They partner with large organizations to impact under-served people groups. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2024 ADDRESS: 300 E Davis St., #104, McKinney TX 75069, United States DESCRIPTION: I will serve as a fractional analyst for the company helping with the business development, financial modeling, standardization of internal processes& operations, and be general support to the founders. 5) RADIAN PARTNERS POSITION: Employee NATURE: Radian was founded by Larry Tolbert as a collective of partners to provide a team approach for clients. Radian supports its advisory partners with admin, professional development, branding, marketing and coaching. The firm provides services to clients alongside its partners Lion Street Financial, Lion Street Advisors, and Csenge Advisory Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/20/2024 ADDRESS: 6055 Primacy Parkway, Suite 160, Memphis TN 38119, United States DESCRIPTION: I'm a full-time employee of Radian as a support advisor. I facilitate the preparation of financial planning, client reports, client onboarding, technology integration, new business development, and client service requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
Reach out to this advisor