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 | 2016-08-03 |
| OH | RA | APPROVED | 2000-04-11 |
Branch Locations
310 Caldwell St, Chillicothe, OH 45601 • United States
115 N Market St, Waverly, OH 45690-1363 • United States
Waverly, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Waverly | OH | 03/2000 | Present |
| Homeland Credit Union | Chillicothe | OH | 02/2011 | Present |
1. 9/23/2002 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - INDEPENDENT INSURANCE AGENT - FIXED PRODUCTS ONLY. 2. 10/3/2007 - OakBridge Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/4/2008 - OakBridge Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10%. 4. 2/16/2011 - OAKBRIDGE FINANCIAL PARTNERS, LLC LOCATED AT HOMELAND CREDIT UNION - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 3/7/2011 - R2 PROPERTIES, LLC - Investment Related - 115 N. MARKET ST. WAVERLY, OH, 45690-1363 - REAL ESTATE RENTAL - Time Spent 1%. 6. 1/8/2020 - Meadow Run LLC - Not Investment Related - 3864 Meadow Run Road - Other-Real Estate Ownership - Started 12/01/2018 - 1 Hour Per Month/0 Hours During Securities Trading - 1/4 owner of land. 7) 01/08/2025 - Three Dog Farms, LLC - Not Investment Related - Business Owner - Home Based - Start Date:01/01/2024 - 1Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
Reach out to this advisor