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 | 2021-11-15 |
| VA | RA | APPROVED | 2021-11-15 |
Branch Locations
2650 Electric Road, Suite D, Roanoke, VA 24018 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Radford | VA | 05/2000 | 11/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 11/2021 |
| Lpl Financial Llc | Roanoke | VA | 11/2021 | Present |
1)11/12/2021 - River Birch Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-09 |
Reach out to this advisor