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 | 2024-04-30 |
| UT | RA | APPROVED | 2024-04-29 |
Branch Locations
South Jordan, UT • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
10808 S. River Front Parkway, Suite 331, South Jordan, UT 84095 • United States
10808 S River Front Pkwy #331, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 04/2012 | Present |
| Spc | Ann Arbor | MI | 04/2012 | 04/2024 |
| Lpl Financial Llc | South Jordan | UT | 04/2024 | Present |
1) 04/29/2024 - Black Elk Wealth Advisors. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/29/2024 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
Reach out to this advisor