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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED_RES | 2024-05-16 |
Branch Locations
4801 Gallardia Pkwy, Suite 375, Oklahoma City, OK 73142 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
4801 Gaillardia Pkwy Ste 375, Oklahoma City, OK 73142 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2007 | 05/2024 |
| Bank Of America, N.A. | Oklahoma City | OK | 06/2011 | 05/2024 |
| Lpl Financial Llc | Oklahoma City | OK | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-06 |
Reach out to this advisor