Best Investors
Account
Sign in
Best Investors
Account
Sign in
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-08-13 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Road, Suite A, Columbia, SC 29209 • United States
3 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 |
|---|---|---|---|---|
| Phoenix Life Insurance | Columbia | SC | 07/2011 | Present |
| Great Lakes & Atlantic Wealth Management And Advisory Partners | Charlotte | NC | 03/2016 | 06/2018 |
| Capital City Financial Partners | Columbia | SC | 03/2016 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 06/2018 | Present |
1)INDEPENDENT INSURANCE AGENT,YES,3600 Forest Dr. Suite 102 Columbia, SC 29204,INDEPENDENT INSURANCE AGENT,07/02/2009,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS. 2)JOSHUA BRADLEY-NOTARY,NO,3600 Forest Dr. Suite 102 Columbia, SC 29204,NOTARY,NOTARY,11/20/2007,0,0,NOTORIZE FORMS AS NEEDED. 3)FIG; Investment Related; Insurance Rep; start 3/16; works during trading hours as needed for insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-03 |
Reach out to this advisor