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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | Fredericksburg | VA | 07/2006 | 02/2019 |
| Navy Federal Asset Management, Llc | Vienna | VA | 09/2007 | 01/2017 |
| Navy Federal Financial Group, Llc | Fredericksburg | VA | 07/2006 | 02/2019 |
| Massmutual | Mechanicsburg | PA | 01/2021 | 01/2022 |
| Mml Investors Services | Mechanicsburg | PA | 01/2021 | 01/2022 |
| Unemployed | Woodbridge | VA | 02/2019 | 04/2019 |
| Premier Life Design, Llc | Woodbridge | VA | 04/2019 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 02/2022 | Present |
| Cuna Mutual Group | Waverly | IA | 02/2022 | Present |
| Lpl Financial Llc | Woodbridge | VA | 05/2022 | Present |
1. 05/18/2022 - PREMIER LIFE DESIGN, LLC - NOT INVESTMENT RELATED - Home Based- Other-Business Owner - Start Date: 04/2019 - 50 Hours Per Month/0Hours During Securities Trading. 2. 05/31/2022 - PenFed Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-24 |
Reach out to this advisor