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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-10 |
| MT | RA | APPROVED | 2016-11-29 |
Branch Locations
830 Shiloh Crossing Blvd, Billings, MT 59107 • United States
6210 Main Street, Colstrip, MT 59323 • United States
2909 Dickinson St, Miles City, MT 59301 • United States
2501 Central Avenue, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 04/2013 | 11/2016 |
| Cetera Investment Services | St Cloud | MN | 10/2013 | 11/2016 |
| Cetera Investment Advisers Llc | Billings | MT | 03/2014 | 11/2016 |
| Lpl Financial, Llc | Billings | MT | 11/2016 | Present |
1. 11/29/2016 - FIRST INTERSTATE INVESTMENT SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ BILLINGS, MT 2. 6/11/2021 - First Interstate Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 5/5/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-25 |
Reach out to this advisor