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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-17 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
444 Regency Parkway Dr Ste 102, Omaha, NE 68114 • United States
Plymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Omaha | NE | 12/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Omaha | NE | 12/2013 | 07/2021 |
| The Navist Group, Llc | Omaha | NE | 02/2019 | 07/2021 |
| Caprone Llc | Omaha | NE | 02/2019 | 07/2021 |
| Team Jack Foundation | Omaha | NE | 05/2019 | 10/2019 |
| Rental Property | Plymouth | MA | 11/2020 | 04/2022 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | Present |
1) 3/2019 - Caprone LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / 226 S. 167th St., Omaha , NE, , 68118 2) 7/22/2021 - The Navist Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 15905 Jackson Drive, Omaha NE. 68118 3) 3/2019 / Navist Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1hr / MO / 15905 Jackson Drive, Omaha , NE, 68118
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
Reach out to this advisor