Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-02 |
| SC | RA | APPROVED | 2024-06-24 |
Branch Locations
1 Cool Blow St Ste 321, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Charleston | SC | 06/2024 | Present |
| Massmutual Life Insurance Company | Charleston | SC | 06/2024 | Present |
| Grant Williams | Philadelphia | PA | 07/2016 | 05/2024 |
(1) NAME: AFFLUENCE FINANCIAL GROUP LLC, INV REL: Y, ADD: 1 COOL BLOW ST., STE 321, CHARLESTON, SC 29403 NATURE: EXPENSE ACCOUNT FOR AFG, EXPENSES PAID THROUGH LLC, POSITION: AGENT, START DATE: 06/03/2024, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1 (2) NAME: AFFLUENCE CONSULTING GROUP LLC, INV REL: Y, ADD: 1 COOL BLOW ST., STE 321, CHARLESTON, SC 29403 NATURE: CONSULTING FEES PAID THROUGH LLC, POSITION: AGENT, START DATE: 06/03/2024, NO. HR/MO: 6, NO. HR/MO DURING SEC TRADING: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
Reach out to this advisor