Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
| CT | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services | Springfield | MA | 07/2016 | 03/2017 |
| Mml Investors Services, Llc | Walnut Creek | CA | 03/2017 | 09/2017 |
| Jackson National Life Distributors Llc | Franklin | TN | 11/2017 | 08/2022 |
| Sammons Institutional Group | West Des Moines | IA | 08/2022 | 01/2024 |
| Lpl Financial Llc | West Hartford | CT | 01/2024 | Present |
1) 01/23/2024 - Real Estate Rental - Owner - TN 37174 - Investment related - Start date: 07/31/2022. 2) 02/05/2024 - Bedard Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2024 - 40 Hours Per Month/ During Trading 3) 05/31/2024 - Beartas - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/31/2024 - 320 Hours Per Month/ 35 Hours During Trading 4) 06/14/2024 - Beartas LLC - Inv Related - At reported Business Location(s) - Insurance Agency - Started: 5/31/2024 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-08 |
Reach out to this advisor