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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaumont Financial Partners, Llc | Needham | MA | 01/2015 | 06/2019 |
| Wes Taylor Agency, Llc | Allen | TX | 06/2019 | 04/2025 |
| Lpl Financial | Allen | TX | 04/2025 | Present |
1 - 12/2024 - UPSTREAM INVESTMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 12/2024 - WES TAYLOR AGENCY, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - TX 75013 - OBA Start Date: 12/01/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
Reach out to this advisor