Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason Warner & Co., Pc | Lubbock | TX | 01/1979 | Present |
| Level Four Advisory Services | Lubbock | TX | 05/2010 | 08/2021 |
| Lpl Financial Llc | Lubbock | TX | 11/2012 | Present |
1. 10/29/2012 MASON WARNER & CO, PC - INV REL - CPA/BOOKKEEPER/TAX PREPARER - 85% TIME SPENT - ACCOUNTING, TAX, AND TPA SERVICES. 2.10/29/2012 MASON WARNER BUILIDNG PARTNERSHIP - INV REL - AT REPORTED LOCATION - REAL ESTATE RENTAL - 5% TIME SPENT - HOLDING COMPANY FOR OFFICE BUILDING. 3. 10/29/2012 LEVEL FOUR INSURANCE SERVICES, LLC - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE - 8% TIME SPENT - LIFE, ANNUITY, LTC, AND DISABILITY. 4. 04/24/2013 MASON WARNER & CO PC - NOT INV REL - TAX POA VIA 2848 - 5% TIME SPENT - ACT AS TAX PROFESSIONAL & LIMITED POA FOR TAX PURPOSES 5. 8/7/2017 - Mark and Debra Dickson - Investment Related - Lubbock, TX - Real Estate Rental - Started 07/31/2017 - 4 Hours Per Month/0 Hours During Securities Trading. 6. 8/28/2019 - CSD Enterprises, Inc - Investment Related - Lubbock TX 79413, 79423 & 79424 - Real Estate Rental - Started 09/01/2019 - 5 Hours Per Month - 3 inherited real estate properties. 7. 8/28/2019 - CSD Enterprises, Inc - Investment Related - At Reported Business Location(s) - Other-Business Owner - Started 08/01/2019 - 5 Hours Per Month/0 Hours During Securities Trading. 8. 8/28/2019 - CSD Investments LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 08/01/2019 - 5 Hours Per Month/0 Hours During Securities Trading - CSD Enterprises will own rental properties inherited from mom's estate. 9. 8/20/2021 - MWC Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/18/2021 - 160 Hours Per Month/30 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-06 |
Reach out to this advisor