Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-29 |
| IL | RA | APPROVED | 2018-10-19 |
Branch Locations
413 E Terra Cotta Ave, Crystal Lake, IL 60014 • United States
31731 Northwestern Hwy Ste 151W, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergeland & Hubbard | Crystal Lake | IL | 09/1998 | 10/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial, Llc | Crystal Lake | IL | 10/2018 | Present |
1. 10/19/2018 - EXEMPLAR ADVISOR SERVICES/ FOR-PROFIT BOARD MEMBER/ NOT INVESTMENT RELATED / Start Date 03/2015 - Time Spent 1%/ CRYSTAL LAKE, IL 2. 10/19/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC/ BOARD MEMBER/ INVESTMENT RELATED / Start Date 09/2015 - Time Spent 0%/ ST CHARLES, IL 3. 10/19/2018 - EXEMPLAR ACCOUNTING AND TAX ADVISORS/ TAX PREP, ACCOUNTING, CPA/ INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 01/01/2014 - 4. 10/19/2018 - EXEMPLAR ADVISOR SERVICES/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 03/2015 - 50 hours during trading 5. 10/19/2018 - JENNIFER JOHNSON/ NON-VARIABLE INSURANCE/Investment Related - At Reported Business Location(s) - Start Date 06/16/2016 6. 10/19/2018 - EXEMPLAR ACCOUNTING AND TAX ADVISORS/ FOR-PROFIT BOARD MEMBER/ INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 01/01/2014 - Time Spent 1% 7. 9/8/2021 - Financial Servicenter of Delaware, Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2021 - 8 Hours Per Month During Securities Trading. 8. 11/01/2022 - Exemplar Financial Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 160 Hours Per Month/80 Hours During Securities Trading. 9. 11/10/2023 - Exemplar Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2021 - 4 Hours Per Month/ During Trading 10. 12/16/2025 - Exemplar Advisor Services S.D., LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/28/2020 - 50 hours per month/ during trading 11. 12/16/2025 - Exemplar Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2021 - 30 hours per month/ during trading 12. 01/23/2026 - Financial Service Center of Delaware, LLC D/B/A Financial ServiCenter - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-21 |
Reach out to this advisor