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 | 2024-06-12 |
| OR | RA | APPROVED | 2024-05-01 |
Branch Locations
1500 Nw Bethany Blvd Ste 180, Beaverton, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2008 | 05/2024 |
| Lpl Financial Llc | Beaverton | OR | 05/2024 | Present |
(1) 05/01/2024 - Fixed Insurance - Trails Only - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Start Date 1/1/2010 - 4 Hours Per Month (2) 05/01/2024 - ALM Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 1/1/2010 - 100 Hours Per Month/ 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-24 |
Reach out to this advisor