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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowe's | Indianapolis | IN | 05/2016 | 11/2016 |
| Transamerica Capital Inc | Denver | CO | 01/2017 | 08/2019 |
| Unemployed | Indianapolis | IN | 11/2016 | 12/2016 |
| Transamerica Financial Advisors, Inc. | St Petersburg | FL | 03/2017 | 08/2019 |
| World Financial Group, Inc. | St Petersburg | FL | 12/2016 | 08/2019 |
| Sagepoint Financial | St Petersburg | FL | 08/2019 | 09/2021 |
| T Rowe Price | Owings Mills | MD | 09/2021 | 02/2026 |
| Lpl Financial Llc | Fort Mill | SC | 06/2026 | Present |
| Unemployed | Clearwater | FL | 03/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-06 |
Reach out to this advisor