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 |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Pueblo | CO | 05/2009 | 05/2020 |
| Lpl Financial, Llc | Pueblo | CO | 05/2020 | Present |
1) 1/2008 - DBA for LPL Business (entity for LPL business) - KOEHLER WEALTH MANAGEMENT - Investment Related - Pueblo, CO 81003 2) 10/2013 - Notary - Bonnie Zupancic - Investment Relted - Pueblo, CO 81003
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-05 |
Reach out to this advisor