Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED | 2017-04-19 |
Branch Locations
108 Market Square Blvd, Tyler, TX 75703 • United States
2609 Gilmer Rd, Longview, TX 75604 • United States
26502 Kuykendahl, The Woodlands, TX 77375 • United States
18405-Tx-105, Montgomery, TX 77354 • United States
807 E Houston, Cleveland, TX 77327 • United States
20333 Tx-249 #100, Houston, TX 77070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Advisors Llc | Dallas | TX | 07/2014 | 12/2016 |
| Capital One Sharebuilder, Inc. | Texarkana | TX | 01/2015 | 12/2016 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 12/2016 |
| Lpl Financial Llc | Tyler | TX | 04/2017 | Present |
| International Bank Of Commerce Ok | Dallas | TX | 04/2017 | 02/2022 |
| Unemployed | Weatherford | TX | 01/2017 | 04/2017 |
| Austin Bank, Texas National Association | Tyler | TX | 02/2022 | Present |
1) 4/19/17- IBC Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 12/12/2017 - JDS Realty - Investment Related - 2010 Avondale Haslet Road Suite 140, Haslet, Tx 76052 - Mortgage/Real Estate Services - Started 12/01/2017 - Selling residential Real Estate with JDS Realty. Licensed in the state of Texas. 3) 03/11/2022 - AB Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 4) 2/24/2023 - No Business Name - Investment Related - Cozumel, Mexico - Real Estate Rental - Start Date - 01/28/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5) 11/16/2023 - Real Estate Rental - Investment Related - Tyler, TX - Start Date 09/28/2023 - 1 Hour Per Month/ 0 Hours During Trading 6) 05/23/2025 - Level Four Insurance Agency, LLC - Inv. Related - Non-Variable Insurance - At reported business locations - Start Date: 05/05/2025 - 0 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
Reach out to this advisor