Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
Branch Locations
1680 Metropolitan Circle, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Detox | Jensen Beach | FL | 05/2020 | 02/2021 |
| Brookdale Senior Living | Stuart | FL | 05/2018 | 05/2020 |
| Jpmorgan Chase Bank | Jensen Beach | FL | 05/2021 | 03/2023 |
| Zacksdirect Llc | Jensen Beach | FL | 06/2022 | Present |
| Private Wealth Management & Consulting Llc | Tallahassee | FL | 05/2025 | 04/2026 |
| Florida State University, College Of Business | Tallahassee | FL | 05/2023 | 05/2025 |
| Indian River State College | Fort. Pierce | FL | 08/2019 | 05/2022 |
| Port St. Lucie Highschool | Port St. Lucie | FL | 08/2015 | 05/2019 |
| Osaic Wealth, Inc | Tallahassee | FL | 03/2026 | 04/2026 |
| Lpl Financial Llc | Tallahassee | FL | 04/2026 | Present |
1. 04/2026 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/28/2026 2, 04/2026 - Private Wealth Management & Consulting LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/28/2026 3. 04/2026 - ZacksDirectLLC - Business Owner - Not Inv Related - 15 Hour(s)/Month - 0 Hour(s) During Trading - Port Saint Lucie, FL, 34952 - OBA Start Date: 06/08/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-08 |
Reach out to this advisor