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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegacy Federal Credit Union | Clemmons | NC | 12/2011 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2011 | 05/2025 |
| Lpl Financial Llc | Clemmons | NC | 05/2025 | Present |
1.03/25/2025; n/a; Real Estate Rental; Investment Related; Thomasville,NC; Start Date 04/18/2016; 2hrs/mth; 0hrs during trading 2.04/22/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allegacy Wealth Management; Investment Related; at Reported Business Location(s); Start Date 04/30/2025; 160hrs/mth; 160hrs during trading 3.07/22/2026; Jennifer Gibson; Artist/ Musician; Not Investment Related; Winston Salem,NC; Start Date 07/21/2026; 12hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-14 |
Reach out to this advisor