Best Investors
Account
Sign in
Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
Branch Locations
8180 Rafael Riveria Way, Suite 305, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 08/2013 | 02/2018 |
| Lpl Financial Llc | Las Vegas | NV | 02/2018 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2022 | 06/2024 |
| Wellth Advisory Services, Llc | Las Vegas | NV | 06/2024 | Present |
1. 02/14/2018 - Letip of Las Vegas Desert Springs - Not Investment Related - 2001 Canyon Gate Dr, Las Vegas NV 89117 - Other - Member - Start Date 9/11/2013 - 6 Hours Per Month/6 During Securities Trading. 2. 3/13/2019 - Salvador Diaz III, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/26/2019 - 5 Hours Per Month During Securities Trading. 3. 04/21/2022 - Global Retirement Partners LLC - DBA: (Hybrid) SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. Termed 6/2024 4. 04/21/2022 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 04/21/2022 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 04/2022. 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. Termed 6/2024 6. 04/27/2022 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 04/27/2022 - Strategic Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 8. 3/24/2023 - SRP Holdings Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
Reach out to this advisor