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 |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Raleigh | NC | 03/2007 | 11/2020 |
| Lpl Financial Llc | Apex | NC | 11/2020 | Present |
1) 12/7/2020- Summit Retirement Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Apex, NC- 100% 2) 12/7/2020- 505 Carolina Beach Ave- Real Estate Rental- owner - Carolina Beach, NC- start date 11/20/2013- 1hr/mth 3) 12/4/2020- 171 Azalea Way- Real Estate Rental- Co-Owner - Banner Elk, NC- start date 8/1/2018- 1hr/mth 4) 06/05/2023 - No Business Name - Investment Related - Beech Mountain, NC - Real Estate Rental - Start Date 03/27/2023 - 0 Hours Per Month/ During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
Reach out to this advisor