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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Fargo | ND | 06/2003 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Argusville | ND | 08/2003 | 07/2021 |
| Party Logistics, Llc | Argusville | ND | 10/2010 | 11/2020 |
| Family Life Services | West Fargo | ND | 09/2008 | 12/2017 |
| Red River Church | West Fargo | ND | 06/2013 | 07/2021 |
| Naifa-Fargo-Moorhead | Fargo | ND | 08/2015 | 07/2021 |
| Parclin Llc | Fargo | ND | 10/2014 | 07/2021 |
| Goalquest Ventures, Llc | Fargo | ND | 08/2016 | 07/2021 |
| Lpl Financial Llc | Fargo | ND | 07/2021 | Present |
1-08/2016 / DBA for LPL Business (entity for LPL business) / Goal Quest Financial Group / Investment Related / Fargo, ND 58103 2- 03/10/2022 - Goal Quest Ventures, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Co-Owner - Start Date - 08/2016. 3- 08/08/2022- City of Argusville-Not Investment Related- 103 Northern Dr Argusville, ND 58005- Other - City Council- city council member - Start Date- 07/01/2022- 3 Hours Per Month/ 0 Hours During Securities Trading 4- 2/7/2023 - E4 Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 01/13/2023 - 1 Hours Per Month/1 Hours During Securities Trading 5. 08/08/2022 - GoalQuest Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/2016 - 0 Hours Per Month/0Hours During Securities Trading 6. 06/02/2025 - Associates of Clifton Park - Investment Related - Non-Variable Insurance - Fargo ND -Start Date:05/29/2025 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-20 |
Reach out to this advisor