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 | 2022-05-18 |
Branch Locations
670 Lincoln Ave, San Jose, CA 95126 • United States
7900 N University St, Peoria, IL 61615 • United States
2424 W Iles Ave, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Cincinnati | OH | 03/2015 | 02/2019 |
| Unemployed | Peoria | IL | 02/2019 | 08/2019 |
| Princeville State Bank | Princeville | IL | 08/2019 | 11/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2019 | Present |
| Cefcu | Peoria | IL | 12/2019 | Present |
| Lpl Financial Llc | Peoria | IL | 05/2022 | Present |
1. 05/24/2022 - CEFCU Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
Reach out to this advisor