Best Investors
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-09 |
Branch Locations
40 Calhoun Street Suite 310, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 08/2023 | 12/2024 |
| Microsoft | Redmond | WA | 09/2021 | 04/2025 |
| Cloud Dx Inc | Brooklyn | NY | 01/2021 | 09/2021 |
| Stryker Corporation | Kalamazoo | MI | 05/2011 | 01/2021 |
| Mwa Financial Services Inc. | Rock Island | IL | 06/2024 | 01/2025 |
| Lpl Enterprise | Mount Pleasant | SC | 01/2025 | 04/2025 |
| Massmutual Life Insurance Co | Charleston | SC | 04/2025 | Present |
| Mml Investors Services, Llc | Charleston | SC | 04/2025 | Present |
NAME: MOUNT PLEASANT TAX LLC INV REL: Y ADD: 1988 SHIELDS LN, MOUNT PLEASANT, SC 29466 NATURE: TAX PREP AND BOOKKEEPING POSITION: CHIEF OPERATING OFFICER START DATE: 11/01/2024 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: OVERSEE BUSINESS OPERATIONS, STAFFING, AND TECHNOLOGY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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