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 | 2021-03-11 |
| CA | RA | APPROVED | 1998-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc. | Fortuma | CA | 05/1998 | Present |
1. 09/09/10 - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 08/11/2006 - Act in a Fiduciary Capacity- Myself - I am the co-trustee and co-owner with my wife of our personel Living trust titled, Bergenske Trust. - NOT INV REL - 1% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-15 |
Reach out to this advisor