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 |
|---|---|---|---|
| WA | RA | APPROVED | 2022-02-16 |
| TX | RA | APPROVED_RES | 2022-02-15 |
Branch Locations
33801 1St Way S Ste 271, Federal Way, WA 98003-4547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Federal Way | WA | 07/2010 | 02/2022 |
| Lpl Financial | Federal Way | WA | 02/2022 | Present |
1- 02/15/2022 - DBA for LPL Business (entity for LPL business) - Main Street Wealth Advisors - At Reported Business Location(s) - Investment Related - Start date: 1/2022 2) 06/18/2025 - Main Street Tax Advisors, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:10/01/2025 - 17 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-12 |
Reach out to this advisor