Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-27 |
| NC | RA | APPROVED | 2022-04-19 |
Branch Locations
8037 Corporate Center Dr #300, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North American Co For Life & Health | West Des Moines | IA | 11/2012 | 04/2022 |
| Triad Advisors, Inc. | Norcross | GA | 04/2013 | 03/2022 |
| Lpl Financial Llc | Charlotte | NC | 04/2022 | Present |
1) 4/2022- Focused Wealth LLC- DBA for LPL Business (entity for LPL business)- inv. related- Charlotte, NC 2) 4/2022- BISCOTTI HOLDINGS, LLC- Real Estate Rental- owner- inv. related- 8037 Corporate Center Dr, 300, Charlotte, NC 28226- start date -5/2010- 0hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
Reach out to this advisor