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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-04 |
| TX | RA | APPROVED | 2019-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mount Vernon | OH | 09/2005 | 09/2019 |
| Lpl Financial, Llc | Mount Vernon | OH | 09/2019 | Present |
1) 9/5/2019 - DBA for LPL Business (entity for LPL business) - Lambert Investment Group - Investment Related - 100% - Mt Vernon, OH 2) 1/6/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 1/1/2022 - 1 Hours Per Month/0 Hours During Securities Trading - Insurance brokerage. 3) 01/31/2026 - Terry Thomas Crowl Estate - Act in a Fiduciary Capacity - Investment Related - Home Based - Start Date 09/26/2025 - 5 hours per month/ 0 hours during trading 4) 07/09/2026 - 403 JKL LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Mount Vernon, VA - Start Date 01/01/2019 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-25 |
Reach out to this advisor