Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED_RES | 2022-02-02 |
Branch Locations
2420 S. Lakemont Ave Suite 120, Orlando, FL 32814 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1950 Ringling Blvd Suite 403, Sarasota, FL 34236 • United States
320 High Tide Drive Unit 201B, St. Augustine, FL 32080 • United States
8245 Devereux Drive Suite 103, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc (Fka Proequities, Inc) | Orlando | FL | 07/1994 | 01/2022 |
| Kestra Investment Services, Llc | Orlando | FL | 01/2022 | Present |
| Kestra Advisory Services, Llc | Orlando | FL | 01/2022 | Present |
NAME: LOVAGLIO HOLDINGS POSITION: Part Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 1550 Via Tuscany, Winter Park FL 32789, United States DESCRIPTION: Landlord for residential investment properties NAME: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 02/01/2022 ADDRESS: 2420 S. Lakemont Ave, Suite 120, Orlando FL 32814, United States DESCRIPTION: Financial Advisor NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: investments and insurance NAME: LOVA PROPERTIES, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2021 ADDRESS: 2420 S. Lakemont Ave, Suite 120, Orlando FL 32814, United States DESCRIPTION: Manage maintenance and repairs of properties owned within the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-30 |
Reach out to this advisor