Best Investors
Account
Sign in
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-20 |
Branch Locations
2000 Center Point Road Suite 2285, Columbia, SC 29210 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbia | SC | 08/2023 | Present |
| Dealer Specialties Of South Carolina | Orangeburg | SC | 12/2013 | 09/2023 |
| Good Life Advisors, Llc | Columbia | SC | 10/2023 | Present |
1) 2023-09-27 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Financial Management / Cornerstone Financial Management - The Templeton Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-09-20 - 150hrs/mth - 7hrs/mth during trading 2) 2023-09-27 - NA - Real Estate Rental - Y - 22810 S.C Hwy 121 Whitmire, SC 29178 - 2023-09-20 - hrs/mth - hrs/mth during trading 3) 2024-01-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Good Life Advisors - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2023-09-20 - 150hrs/mth - 7hrs/mth during trading 4) 2024-04-18 - Dealer Specialties of South Carolina - Outside/W-2 Employment - N - 2445 Slab Landing Road Orangeburg, SC 29115 - 2024-01-29 - 5hrs/mth - 0hrs/mth during trading 5) 2026-05-12 - New Horizons Insurance Marketing - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-11 - 2hrs/mth - 2hrs/mth during trading 6) 06/11/2026 - The Cason Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/09/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
Reach out to this advisor