Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-13 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
500 Village Center Dr Ste 300, North Oaks, MN 55127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Forest Lake | MN | 11/2001 | Present |
| Legacy Capital | Forest Lake | MN | 01/2000 | Present |
| Magnetic North Advisors | Forest Lake | MN | 07/2022 | Present |
(1) 10/06/2014 - D&J Holdings, LLP - Real Estate Rental - Not Inv rel - 26201 Glen Oak Drive, MN 55092 - Start date: 10/14/2012 - 10 HRS/MO NOT DURING SECS TRDG HRS. (2) 01/07/2016 - Legacy Capital Wealth Management - DBA for LPL Business (entity for LPL business) - inv Rel - At reported Business location(s) - Start date: 01/01/2016 - 160hr/mnth - 6 hr during trading (3) 01/07/2016 - Legacy Capital, LLC - DBA for LPL Business (entity for LPL business) - inv Rel - At reported Business location(s) - Start date: 01/01/2016 - 160hr/mnth - 6 hr during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-25 |
Reach out to this advisor