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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
1700 E Golf Rd., Ste 225, Schaumburg, IL 60173 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Schaumburg | IL | 10/2012 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Schaumburg | IL | 10/2003 | 01/2026 |
| Lpl Financial Llc | Schaumburg | IL | 01/2026 | Present |
1) 01/02/2026 - Genesis Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 01/02/2026 - 160 hours per month/ during trading 2) 02/19/2026 - Brase Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 01/02/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
Reach out to this advisor