Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-14 |
| SC | RA | APPROVED | 2023-08-14 |
| NC | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED_RES | 2023-08-09 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 10/2015 | 01/2018 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 07/2023 |
| Truist Advisory Services, Inc. | Charlotte | NC | 03/2021 | 01/2023 |
| Lpl Financial Llc | Cornelius | NC | 07/2023 | Present |
1. 08/09/2023 - Self-employed - Outside/W-2 Employment - Pickleball Instructor - Not Investment Related - Cornelius, NC - Start Date 4/1/2022 - 16 Hours Per Month - Time Spent 2%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-02 |
Reach out to this advisor