Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-07-28 |
| VA | RA | APPROVED | 2004-02-05 |
Branch Locations
222 S. Wayne Ave, Waynesboro, VA 22980-4622 • United States
140 Lucy Lane, Waynesboro, VA 22980-3275 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waynesboro | VA | 02/2004 | Present |
1. 01/20/2004 - FINANCIAL MANAGEMENT, INC. - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 02/06/2004 - NON-VARIABLE INSURANCE - SELL TERM INSURANCE. - WAYNESBORO, VA 3. 10/16/2009 - NON-VARIABLE INSURANCE - INSTANT TERM INSURANCE OFFERED THROUGH OUR WEBSITE WITH LINK HOSTED BY QUICK LIFE. QUICK LIFE DOES UNDERWRITING; REP IS REP OF RECORD AND COMPENSATION IS DIRECT TO REP. - TIME SPENT 1% - WAYNESBORO, VA 4. 06/03/2010 - DBA ONLY - MEMBER INVESTMENT SERVICES - WAYNESBORO, VA 5. 12/19/2011 - ELMORE PROPERTIES LLC - REAL ESTATE RENTAL - REAL ESTATE RENTAL PROPERTY. THESE INCLUDE THIS OFFICE, THE VACANT LOT NEXT DOOR, AND A HOUSE IN RICHMOND WHERE MY SONS LIVED WHILE ATTENDING COLLEGE. - 1% OF TIME SPENT 6. 01/03/2012 - BOOKEEPING & MANAGEMENT SYSTEMS, INC. - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARTAION, ENROLLED AGENT (EA), ACCOUNTING SERVICES - 25% OF TIME SPENT 7. 09/10/2013 - ELMORE FOUNDATION - COMMUNITY, CIVIC AND CHARITABLE BOARD - NON-PROFIT ORGANIZATION THAT RAISES AND DISTRIBUTES MONEY FOR BUSINESS EDUCATION FOR INDIGENT PEOPLE AROUND THE WORLD. - 1% OF TIME SPENT 8. 07/15/2016 * Virginia Investment Partners, LLC * DBA for LPL Business (entity for LPL business) * INV REL * 2485 Stuarts Draft Hwy, Stuarts Draft, VA 24477 * LPL Financial Securities business only employing only existing LPL registered associates, but only I have ownership. We will continue to be an IAR under LPL's RIA. * START 2485 Stuarts Draft Hwy, Stuarts Draft, VA 24477 * 6 HRS MO. DURING SECS TRDG HRS. 9. 01/05/2024 - Mission Coffee, Inc - Non-Inv Related - Waynesboro, VA - Other - Ownership in restaurant - Started: 1/29/2024 - 4 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-08 |
Reach out to this advisor