Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-07 |
Branch Locations
1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Aim Systems Inc | Alpharetta | GA | 07/2016 | 08/2017 |
| The Leaders Group Inc | Littleton | CO | 07/2016 | 08/2017 |
| Massachusetts Mutual Life Insurance Company | Fort Lauderdale | FL | 07/2017 | 10/2023 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 09/2017 | 10/2023 |
| Lpl Financial Llc | Ft Lauderdale | FL | 10/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2023 | Present |
| Hub International Investment Services Inc. | Ft Lauderdale | FL | 08/2024 | Present |
1) 08/2023 / HUB IN TERNATIONAL / Outside/W-2 Employment / Non INVESTMENT RELATED 2) 08/2023 / HUB RETIREMENT & WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3) 08/2023 / BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 4) 08/2023 / Arbitrator / FINRA ARBITRATOR / INVESTMENT RELATED 5) 08/2023 / Cougar Casualty / Non-Variable Insurance - property & casualty / INVESTMENT RELATED / 5 HRS MNTH 6) 08/2023 / BLS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 7) 08/2023 / VERITY GROUP PLLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 8 HRS MNTH 8) 08/2023 / BLS Wealth Management / Non-Variable Insurance / INVESTMENT RELATED 9) 11/27/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading. 10) 11/27/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11) 11/30/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/203; 160hrs/mo.; 8hrs during trading. 12) 11/30/2023: BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 13) 8/12/2024: HUB International Investment Services Inc - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/12/2024 - 0 Hr/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-22 |
Reach out to this advisor