Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-19 |
Branch Locations
138 Scarboro Street, Asheboro, NC 27407 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Asheboro | NC | 05/2015 | Present |
| Independent Financial Partners | Greensboro | NC | 05/2015 | 02/2019 |
| Global Retirement Partners, Llc | Asheboro | NC | 02/2019 | Present |
1. 07/22/2016: No Business Name - Real Estate Rental - INV REL - 2908 Cromwell Road, Greensboro NC 27407 - Start 07/20/2016 - Rental property 3 BR, 1 1/2 single family home - 2 Hr/Mo; 0 Hours During Securities Trading. 2. 3/6/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/28/2019 - 160 Hours Per Month/6 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 March 2019. 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. 3. 04/01/2019 - Legacy Southeast, Inc. - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/28/2019 - 160 hrs/mo - 7 hrs during trading. 4. 04/17/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/01/2019 - 2 hrs/mo - 0 hrs during trading. 5. 06/14/2019 - No business name - Investment related - Greensboro, NC 27407 - Real Estate Rental - start date:06/10/2019 - 1 hr/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-21 |
Reach out to this advisor