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 | 2024-06-18 |
| OR | RA | APPROVED | 2024-02-13 |
| NV | RA | APPROVED | 2018-04-19 |
Branch Locations
9480 S Eastern Ave Ste 205, Las Vegas, NV 89123 • United States
8100 Sw Nyberg St Ste 295, Tualatin, OR 97062 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets | Las Vegas | NV | 10/2015 | 04/2018 |
| Lpl Financial Llc | Henderson | NV | 04/2018 | Present |
1. 4/26/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 04/23/2018 - 5 Hours Per Month/1 Hour During Securities Trading. 2. 10/05/2023 - Havasu AZ 2023 LLC - Business Entity For Tax/Investment Purposes Only - Managing Member - Not Investment Related - At Reported Business Location(s) - Start Date 09/07/2023 - 200 Hours Per Month/ 40 Hours During Trading 3. 01/17/2024 - Portland OR 2024 - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/10/2024 - 20 Hrs/mo; 2 Hrs During Trading. 4. 10/08/2024 - LV Advisor Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 09/27/2024 - 40 Hours Per month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-03 |
Reach out to this advisor