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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-25 |
Branch Locations
4401 Rockside Road Ste 310, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Independence | OH | 10/2023 | Present |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2004 | 10/2023 |
1) 09/14/2023 - Three Dot Holdings, LLC - Real Estate Rental - Owner - OH 44035 - Investment related - Start date: 02/01/2011. 2) 09/14/2023 - ViewPoint Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hours per month. 3) 09/14/2023 - Notary - Non investment related - Start date: 02/24/2000.
Reach out to this advisor