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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED_RES | 2024-10-18 |
Branch Locations
5755 N Point Parkway, Ste 232, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue | WA | 04/2016 | 10/2023 |
| Unemployed | Roswell | GA | 10/2023 | 10/2024 |
| Lpl Financial | Alpharetta | GA | 10/2024 | Present |
1) 10/2024 - B & N Whitet ail LLC) / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Roswell GA / Start date 04/23/2020 - 4 Hrs per month - 1% Time Spent 2) 10/2024 - Wealth Enhancement And Preservation Of GA / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
Reach out to this advisor