Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-12-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Allstate Insurance Co | Moss Point | MS | 04/2016 | 02/2018 |
| Government Street Consultants | Moss Point | MS | 04/2016 | 02/2018 |
| Beau Monde Consulting | Ocean Springs | MS | 10/2015 | 02/2018 |
| Hancock/Whitney Bank | Pascagoula | MS | 02/2018 | 02/2020 |
| Hancock/Whitney Investment Services, Inc. | Pascagoula | MS | 02/2018 | 02/2020 |
| Lpl Financial, Llc | Ocean Springs | MS | 02/2020 | Present |
1. 11/28/2022 -Steele Farms - Not Investment Related - 40 Riverside Rd, Hollandale, MS 38748 - Other - business owner - Combine operator/ Heavy Tractor driver - Start Date - 10/03/2022 - 60 Hours Per Month/15 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
Reach out to this advisor