Best Investors
Account
Sign in
Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2017-07-26 |
Branch Locations
4500 I-55 North, Suite 205, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jackson | MS | 05/2014 | 05/2019 |
| Level Four Advisory Services | Jackson | MS | 05/2014 | 07/2017 |
| Independent Financial Partners | Jackson | MS | 07/2017 | Present |
| Ifp Securities, Llc | Jackson | MS | 05/2019 | Present |
(1) 08/26/2016: Level Four Wealth Management Co. - DBA - Investment Related - Entity Ownership 4500 I-55 North, Suite 205, Jackson, MS 39211 - Start 09/01/2016 - 180 Hr/Mo; 180 Hours During Securities Trading. (2) Christopher White/Insurance Agent - Investment Related - 4500 I-55 N, Suite 205, Jackson, MS 39211 - Sales and service of fixed insurance products - life insurance, LTC, Fixed and Indexed Annuities through various carriers - start date 10/16/2014 - 10 hrs/mo, 5 hrs/mo during trading hours. (4)Mississippi Futbol Club - Not Investment Related - 513 Cobblestone Court, Suite 1, Madison, MS, 39110 - Soccer Association/Rec Plus Representative 1 Hr/Mo. Start date 5/23/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
Reach out to this advisor