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 |
|---|---|---|---|
| IL | RA | APPROVED | 2019-03-21 |
| TX | RA | APPROVED | 2019-03-21 |
Branch Locations
801 N Hershey Rd., Ste C, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | IL | 09/2010 | 03/2019 |
| Bank Of America, N.A. | Bloomington | IL | 11/2010 | 03/2019 |
| Lpl Financial Llc | Bloomington | IL | 03/2019 | Present |
1) 01/28/2019 - Blooming Tree Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2019 - 160 hr/mth 2) 4/16/2021 - Insurance Design Network - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 4/15/2021 - 2 Hours Per Month/2 Hours During Securities Trading. 3) 06/21/2022 - Linden Street Barn, LLC - Not Investment Related - 1704 N Linden St, Normal, IL 61761 - Outside/W-2 Employment - Owner - Start Date - 05/06/2022 - 18 Hours Per Month/ 0 Hours During Securities Trading 4) 05/19/2023 - Pretty Ringo Properties - Not Investment Related - Forty Acres - Business Entity For Tax/Investment Purposes Only - Start Date 10/14/2021 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
Reach out to this advisor