Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-08 |
| ID | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three15 Capital, Llc | Hayden | ID | 09/2016 | Present |
| Sabbatical | Hayden | ID | 09/2015 | 09/2016 |
| Lpl Financial Llc | Coeur D'ALene | ID | 08/2018 | Present |
| Financial Advocates Investment Management | Coeur D'ALene | ID | 10/2018 | 08/2025 |
1. 8/28/2018 - White Pine Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/26/2018 - 0 Hours Per Month/0 Hours During Trading - Time Spent: 0%. 2. 8/28/2018 - Three15 Capital, LLC - Investment Related - 1687 E Pebblestone Court, Hayden, ID 83835 - Business Entity For Tax/Investment Purposes Only - Start Date:09/15/2016 - 10 Hours Per Month/1 Hours During Trading - Time Spent: 10%. 3.10/1/2018; White Pine Wealth Management - DBA name only for Financial Advocates Investment Management (FAIM). 4. 11/6/2018 - Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/26/2018 - 200 Hours Per Month During Securities Trading - I provide investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-01 |
Reach out to this advisor