Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-08 |
Branch Locations
Fort Worth, TX • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Irving | TX | 02/2016 | 12/2016 |
| Hd Vest Advisory Services | Irving | TX | 02/2016 | 12/2016 |
| Unemployed | Fort Worth | TX | 12/2016 | 05/2017 |
| North Capital Private Securities Corportion | Salt Lake City | UT | 05/2017 | 06/2020 |
| Unemployed | Fort Worth | TX | 06/2020 | 06/2021 |
| Lpl Financial | San Diego | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-16 |
Reach out to this advisor