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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-17 |
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Houston | TX | 06/2012 | 08/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | 01/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2017 | 01/2023 |
| Lpl Financial Llc | Chicago | IL | 01/2023 | Present |
1) 1/2023- Tandem Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Houston, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
Reach out to this advisor