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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-04-25 |
Branch Locations
511 Main Street, Minden, LA 71055 • United States
5345 Towne Square Dr Ste 275, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Addison | TX | 05/2014 | 11/2022 |
| Lincoln Financial Advisors Corporation | Plano | TX | 11/2022 | 04/2024 |
| Lpl Financial Llc | Plano | TX | 04/2024 | Present |
1. 03/27/2024- Strategic Wealth Partners PLLC- Non-Variable Insurance- Inv Rel- TX 75024-2 hrs per mnth- 5 hrs during trading- start date 1/1/2018 2. 02/28/2024- Strategic Wealth Partners. PLLC- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel 3. 02/28/2024- RBNE HOLDINGS, LLC- Business Entity For Tax/Investment Purposes Only- TX 75024- Non Inv Rel- 1 hr per mnth- start date 10/01/2021 4. 02/28/2024- MFB&S HOLDINGS LLC- Business Entity For Tax/Investment Purposes Only- TX 75024- Non Inv Rel- start date 09/01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-15 |
Reach out to this advisor