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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| MS | RA | APPROVED | 2021-08-20 |
Branch Locations
204 W North St, Poplarville, MS 39470 • United States
408 S Main St, Poplarville, MS 39470 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | New York | NY | 01/1998 | 07/2021 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | Poplarville | MS | 03/2019 | 08/2021 |
| Lpl Financial, Llc | Poplarville | MS | 08/2021 | Present |
1) 1/1998 - DBA for LPL Business (entity for LPL business) - WILLIAMS FINCANCIAL GROUP - Investment Related - 90% - Poplarville, MS 39470 2) 6/2016 - Non-Variable Insurance - WILLIAMS FINCANCIAL GROUP - Investment Related - 10% - Poplarville, MS 39470 3) 12/14/2022 - Williams Financial Group - Investment Related - 204 W. North St. Poplarville Ms - Non-Variable Insurance - advisor/selling agent - Start Date - 10/11/2022 - 4 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-12 |
Reach out to this advisor