Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright-Patt Credit Union | Huber Heights | OH | 06/2012 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1) 04/2025 - WPCU Retirement Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-29 |
Reach out to this advisor