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 |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
165 Burke Street Ste 208, Stockbridge, GA 30281 • United States
2503 Macy Dr, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Stockbridge | GA | 10/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Rex | GA | 10/2011 | 07/2021 |
| Terrie & Micky Clark | Rex | GA | 02/2005 | Present |
| Arts Clayton Inc | Jonesboro | GA | 01/2014 | 01/2018 |
| Mary Kay Inc | Addison | TX | 02/2014 | 02/2017 |
| Tc3 Management Inc | Rex | GA | 01/2019 | Present |
| Indigo Financial | Roswell | GA | 03/2019 | Present |
| Lpl Financial, Llc | Stockbridge | GA | 07/2021 | Present |
1. 8/25/2021 - TC3 Management Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - President - Started 01/2019. 2. 8/25/2021 - Micky & Terrie Clark - Investment Related - 249 Orchard Rd, Rex, GA 30273 - Real Estate Rental - Owner - Started 02/2005 - Owner with spouse. 3. 8/30/2021 - indiGo Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2019 - 200 Hours Per Month During Securities Trading. 4. 07/21/2022 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Start Date - 07/07/2022 - 10 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
Reach out to this advisor