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 | 2023-04-03 |
Branch Locations
1300 Summit Ave Ste 120, Fort Worth, TX 76102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Capital Lp | New York | NY | 01/2017 | 03/2017 |
| Moloney Securities Co., Inc. | Manchester | MO | 03/2017 | 07/2022 |
| Edi Financial, Inc. | Dallas | TX | 03/1999 | 12/2016 |
| Principal Life Insurance Company | Fort Worth | TX | 07/2022 | 03/2023 |
| Principal Securities Inc | Fort Worth | TX | 07/2022 | 03/2023 |
| Symonds Wealth Management | Fort Worth | TX | 10/2022 | 02/2023 |
| Lpl Financial | Fort Worth | TX | 03/2023 | Present |
1- 10/2001 / Hammond Asset Management, Inc. / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / FORTH WORTH, TX 2- 08/2008 / Pine Bark Timberland, LLC. / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / FORTH WORTH, TX 3- 03/2023 / Legacy Financial Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FORTH WORTH, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
Reach out to this advisor