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 | 2020-10-21 |
Branch Locations
38500 Chardon Road, Willoughby Hills, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 06/2010 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2010 | 10/2020 |
| Lpl Financial Llc | Willoughby Hills | OH | 10/2020 | Present |
1)09/15/2020 - Cunningham Tax & Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2018 2)09/15/2020 - Cunningham Tax and Financial Services - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 12/2007 3)10/21/2020 - Non-Variable Insurance - inv rel - at r eported business location(s) - start: 2010 - 4 hr/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-07 |
Reach out to this advisor