Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
Galena, OH • 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 |
|---|---|---|---|---|
| Lincoln National Iife | Columbus | OH | 06/2002 | 08/2021 |
| Lincoln Financial Advisors | Columbus | OH | 06/2002 | 08/2021 |
| Lpl Financial, Llc | Columbus | OH | 08/2021 | Present |
1. 8/30/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Started 08/01/2002 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 5%. 2. 8/30/2021 - BLUESTONE WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2017 - 130 Hours Per Month/33 Hours During Securities Trading - Time Spent 90%. 3. 08/02/2024 - VPP, LLC - Real Estate Rental - Investment Related - 8 Homes in Columbus, OH - Start Date 10/01/2005 - 2 Hours Per Month/ 0 Hours During Trading 4. 11/11/2024 - PUKHO, LLC - Real Estate Rental - Investment Related - Columbus, OH - Start Date 12/01/20216 - 1 Hour Per Month/ 0 Hours During Trading 5. 11/11/2024 - 19 Crabline Holdings LLC - Real Estate Rental - Investment Related - Galena, OH - Start Date 09/12/2022 - 0 Hours Per Month/ 0 Hours During Trading 6. 11/11/2024 - PK REALTY HOLDINGS, LLC - Real Estate Rental - Investment Related - Columbus, OH - Start Date 04/01/2021 - 1 Hour Per Month/ 0 Hours During Trading 7. 11/11/2024 - 17 CRABLINE HOLDINGS, LLC - Real Estate Rental - Investment Related - Hilton Head, SC - Start Date 08/01/2014 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
Reach out to this advisor