Best Investors
Account
Sign in
Best Investors
Account
Sign in
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-02-27 |
Branch Locations
98 Timber Creek Drive, Cordova, TN 38018 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 10/2017 | 09/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2017 | 09/2019 |
| Shoemaker Financial | Germantown | TN | 10/2017 | 09/2019 |
| Transamerica Agency Network | Memphis | TN | 07/2017 | 09/2017 |
| Firestone Complete Auto Care | Memphis | TN | 10/2009 | 07/2017 |
| Raymond James & Associates, Inc | Memphis | TN | 10/2019 | 05/2021 |
| Lpl Financial Llc | Memphis | TN | 06/2021 | 02/2023 |
| Simmons Bank | Memphis | TN | 06/2021 | 02/2023 |
| Mcadams Group Llc | Cordova | TN | 02/2023 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 02/2023 | Present |
1)McAdams Group LLC - Investment related. Sales of Fixed Insurance, Fixed Annuities and Life Insurance. 98 Timber Creek Drive Cordova, TN 38018. 2/23 - Present. This encompasses approximately 50% of business hours. 2) McAdams Group LLC - Investment related. Strategic Wealth Advisor/Client Acquisition Advisor. Acquire new clients for investment advisory services. 98 Timber Creek Drive Cordova, TN 38018. 2/23 - Present. This encompasses approximately 50% of business hours. 3) Retirement Income Source DBA - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance Services. 98 Timber Creek Drive Cordova, TN 38018. 2/23 - Present. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-24 |
Reach out to this advisor