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_RES | 2018-10-16 |
| SC | RA | APPROVED | 2012-12-10 |
Branch Locations
712 South Main Street Suite A, Greenville, SC 29601 • United States
1855 E Main St. Ste 7, Spartanburg, SC 29307 • United States
1324 W Wade Hampton Blvd, Greer, SC 29650 • United States
710 Fairview Road, Simpsonville, SC 29680 • United States
1108 E Dixon Blvd, Shelby, NC 28152 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Trucksville | PA | 11/2009 | Present |
1. 11/06/2009 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COVENEY WEALTH MANAGEMENT - SIMPSONVILLE, SC. 2. 6/30/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SHARONVIEW FINANCIAL SERVICES - 160 HOURS PER MONTH/8 HOURS DURING TRADING - SIMPSONVILLE, SC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-01 |
Reach out to this advisor