Best Investors
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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-10-12 |
Branch Locations
1980 Festival Plaza Dr Ste 300, Las Vegas, NV 89135 • United States
1980 Festival Plaza Dr. Suite 300, Las Vegas, NV 89135 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 11/2019 | 10/2023 |
| Benefit Solutions Group, Llc | Las Vegas | NV | 11/2017 | 10/2023 |
| Colonial Life | Las Vegas | NV | 11/2017 | 03/2019 |
| American Income Life | Las Vegas | NV | 05/2017 | 11/2017 |
| Unemployed | Las Vegas | NV | 02/2017 | 05/2017 |
| Nevada State Bank | Las Vegas | NV | 03/2016 | 02/2017 |
| Melissa Kahler Admin Services | Las Vegas | NV | 08/2018 | 10/2020 |
| World Financial Group | Las Vegas | NV | 11/2017 | 10/2023 |
| Net Law Group | Louisville | KY | 12/2003 | 10/2023 |
| Colonial Life | Las Vegas | NV | 11/2021 | 10/2023 |
| Wealthwave | Las Vegas | NV | 11/2017 | 10/2023 |
| Lpl Financial Llc | Las Vegas | NV | 10/2023 | Present |
1- 09/2023 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / INVSTMNT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING 2- 09/2023 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / INVSTMNT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING 3- 09/2023 / Notary / INVSTMNT RLTD / 1 HR MNTH / START DATE 07/27/2020 4- 09/2023 / One Resource Group / Non-Variable Insurance / INVSTMNT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-16 |
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