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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
3635 29Th St Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Rockford | MI | 01/2002 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Rockford | MI | 04/2002 | 07/2021 |
| Mark Stephens - Pitching Instructor | Rockford | MI | 01/2012 | 07/2021 |
| Mark Stephens, Llc | Rockford | MI | 04/2012 | 07/2021 |
| Business Network International | Rockford | MI | 10/2017 | 07/2021 |
| Lpl Financial Llc | Rockford | MI | 07/2021 | Present |
1. 1/1/2012/Mark Stephens/Mark J Stephens, LLC/DBA for LPL Business (entity for LPL business)/Investment Related/Rockford, MI/0 HRS/MO 2. 07/2021/Mark Stephens/Non-Variable Insurance/Investment Related/Great Lakes East, MI/0 HRS/MO 3. 03/18/2024 - BridgePoint Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/15/2024 - 10 hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-26 |
Reach out to this advisor