Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-02-13 |
Branch Locations
10121 Se Sunnyside Rd, Ste 320, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Beaverton | OR | 12/2014 | Present |
| Global Retirement Partners | San Rafael | CA | 01/2015 | 04/2018 |
1. 12/17/2014 - Pogue Automobilla Collection - Not Investment Related - other-hobby business - 2% TIME SPENT - auto hobby business - Buy, sell, and trade vintage automobile literature, manuals, brochures, and parts. 2. 2/23/2018 - Northwest Investment & Insurance Consulting - Investment Related - At reported Business location(s) - DBA for LPL Business (entity for LPL business) - start date 02/01/2018- 160 Hours per month / 6 Hours during securities trading. 3. 4/1/2019 - Byrd Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/04/2019 - 30 Hours Per Month/6 Hours During Securities Trading. 4. 06/17/2019 - Northwest Investment & Insurance Consulting, LLC - Not investment related - At reported business location(s) - Unemployment Insurance - start date:07/01/2019 - 10 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-05 |
Reach out to this advisor