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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED_RES | 2025-06-16 |
Branch Locations
75-5660 Kopiko St Ste A1, Kailua Kona, HI 96740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kailua Kona | HI | 08/2020 | 05/2021 |
| Morgan Stanley | Kailua Kona | HI | 10/2018 | 07/2020 |
| Merrill Lynch | Kailua Kona | HI | 10/2017 | 12/2018 |
| Eslsca | Paris | 09/2014 | 08/2017 | |
| Raymond James Financial Services, Inc. | Kailua Kona | HI | 05/2021 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Kailua Kona | HI | 06/2021 | 06/2025 |
| Lpl Financial Llc | Kailua Kona | HI | 06/2025 | Present |
1. Start Date: 6/16/2025 - Easley Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Kailua Kona, Hl 96740-3121 - 150 Hrs/Mth - 5 Hrs During Trading. - Time Spent: 100 2. Start Date: 09/09/2021 - Charles Cope - Real Estate Rental - Investment Related - Captain Cook, Hl 96704 - 30 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-01 |
Reach out to this advisor