Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2016 | 05/2023 |
| Bank Of America, N.A. | Miami | FL | 09/2016 | 05/2023 |
| Miami Dda | Miami | FL | 06/2013 | 09/2016 |
| Lpl Financial Llc | Palmetto Bay | FL | 05/2023 | Present |
1) 3/24/2023- Mortgage/Real Estate Services -Real Estate License/Agent- Inv. Related- Palmetto Bay, FL- start date 7/4/2016- 1hr/mth 2) 03/14/2023- Rental Property 1990- Real Estate Rental- Inv. Related- owner- Palmetto Bay, FL- start date 4/1/217- 1hr/mth 3) 03/24/2023- Rental Property 521- Real Estate Rental- Inv. Related- owner- Palmetto Bay, FL- start date7/7/2018- 1hr/mth 4) 05/15/2023 - Rental Property 1836 - Investment Related - Palmetto Bay, FL - Real Estate Rental - Owner - 1 Hour Per Month/ 1 Hour During Securities Trading - Time Spent 5% 5) 03/24/2023- Rental Property 208- Real Estate Rental- Inv. Related- owner- Palmetto Bay, FL- start date 3/1/2022- 1hr/mth 6) 03/24/2023- Rental Property 702- Real Estate Rental- Inv. Related- owner- Palmetto Bay, FL- start date6/1/2021- 1hr/mth 7) 03/24/2023- Bright Tree Grove Inc- Business Owner- Fruit Sales- Non-Inv. Related- Palmetto Bay, FL- start date 12/1/217- 1hr/mth 8) 3/24/2023- Upkeep Management LLC- Business Owner / property management company- Non-Inv. Related- Palmetto Bay, FL- start date 7/2/2020- 1hr/mth 9) 3/24/2023- Zombie Escape Plan LLC- Business Owner - Boat Owner- Non-Inv. Related- Palmetto Bay, FL- start date 1/1/2019- 1hr/mth 10) 05/15/2023- Gorilla Investments CO LLC- Investment Related- At reported business location(s)- Start Date 5/15/2023- 40 Hours Per Month/ 6 Hours During Securities Trading 11) 09/14/2023 - Real Estate Rental - 13D, Cutler Bay, FL - Investment Related - Start Date 09/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 12) 08/09/2024 - Real Estate Rental - Homestead, FL - Investment Related - Start Date 08/02/2023 - 1 Hour Per Month/ 0 Hours During Trading 13) 11/06/2024 - Rental Property 9001 - Real Estate Rental - Cutter Bay, FL - Investment Related - Start Date 10/01/2024 - 1 Hour Per Month/ During Trading 14) 11/06/2024 - Real Estate Rental - Cutter Bay, FL - Investment Related - Start Date 09/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 15) 11/06/2024 - Rental Property 1836 - Real Estate Rental - Miami, FL - Investment Related - Start Date 08/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 16) 01/28/2026 - Aria Mgt Ltd - Business Owner - MGR - Investment Related - Miami, FL - Start Date 01/27/2026 - 2 hours per month/ 0 hours during trading 17) 02/05/2026 - Freya Mgt Corp - Business Owner - MGR - Investment Related - Miami, FL - Start Date 01/29/2026 - 6 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-17 |
Reach out to this advisor