Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-14 |
Branch Locations
129 N Main St Suite 200, Anderson, SC 29621 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concurrent Investment Advisors Dba Cox, Klugh & Company | Anderson | SC | 09/2023 | Present |
| Pks Investments | Albany | NY | 04/2024 | Present |
| Student | Anderson | SC | 01/2014 | 09/2023 |
| Clemson | Anderson | SC | 12/2014 | 09/2023 |
| Cox, Klugh & Company | Anderson | SC | 09/2024 | Present |
| Concurrent Investment Advisors, Llc | Anderson | SC | 01/2025 | Present |
1) Concurrent Investment Advisors DBA Cox, Klugh & Company. Investment Related. At Registered Location. RIA. Advisor. Start Date: 02/15/24. 160 hrs/ month; 130 hrs/ month during trading hours. My duties include customer service, client onboarding, and record keeping. When registered my duties will be the same plus any and all advisor duties. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 02/15/24. 1 hr/ month; all during trading hours. Provide insurance advice to based on the needs of client(s). 3) PKSF. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 02/15/24. 1 hr/ month; all during trading hours. Provide insurance advice to based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
Reach out to this advisor