Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-01 |
Branch Locations
13801 Reese Blvd W Suite 110, Huntersville, NC 28078 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Irmo | SC | 06/2017 | 07/2018 |
| University Of South Carolina | Columbia | SC | 08/2016 | 06/2017 |
| Edward Jones | St Louis | MO | 07/2018 | 03/2024 |
| Kestra Private Wealth Services, Llc | Huntersville | NC | 03/2024 | Present |
| Kestra Investment Services, Llc | Huntersville | NC | 03/2024 | Present |
Name: DESTINATION WEALTH ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/26/2024 ADDRESS: 13801 Reese Blvd W Ste 110, Huntersville NC 28078, United States DESCRIPTION: Create & execute financial plans, manage assets, communicate with clients, and onboard new clients/prospects. Name: MAGNOLIA LANE CONSULTING POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/23/2026 ADDRESS: 18542 W Catawba Ave, Cornelius NC 28031, United States DESCRIPTION: Paid an hourly fee to look at financial affidavits and help couples come to an agreement on how to split assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
Reach out to this advisor