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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Palisades Country Club | Charlotte | NC | 07/2018 | 07/2019 |
| Stokes Marine Inc. | Fort Myers | FL | 08/2019 | 04/2023 |
| Guardian Life Insurance Company | Fort Myers | FL | 06/2023 | 07/2024 |
| Anything On Wheels | Kannapolis | NC | 05/2016 | 06/2018 |
| Park Avenue Securities | Fort Myers | FL | 04/2024 | 07/2024 |
| Regions Bank | Punta Gorda | FL | 07/2024 | 08/2025 |
| Cetera Investment Advisers Llc | Punta Gorda | FL | 07/2024 | 08/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2024 | 08/2025 |
| Dfcu Financial Cu | Fort Myers | FL | 09/2025 | Present |
| Lpl Financial Llc | Fort Myers | FL | 08/2025 | Present |
1)09/02/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name DFCU FINANCIAL PARTNERS - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
Reach out to this advisor