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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-16 |
Branch Locations
4801 Courthouse St. Ste 302, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Williamsburg | VA | 04/2009 | 07/2024 |
| Morgan Stanley Smith Barney | Williamsburg | VA | 06/2009 | 07/2024 |
| Securities America Inc. | Williamsburg | VA | 12/2016 | 06/2024 |
| Securities America Advisors | Williamsburg | VA | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Williamsburg | VA | 06/2024 | 07/2024 |
| Osaic Wealth, Inc. | Williamsburg | VA | 06/2024 | 07/2024 |
| Lpl Financial Llc | Wiiliamsburg | WV | 07/2024 | Present |
1. 08/09/2024 - W B Jackson and Associates LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2016 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
Reach out to this advisor