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 |
|---|---|---|---|
| GA | RA | APPROVED | 2014-01-22 |
Branch Locations
3530 Wheeler Rd, Augusta, GA 30909 • United States
1530 Walton Way, Augusta, GA 30904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South State Bank (Formerly: Georgia Bank & Trust) | Augusta | GA | 09/2007 | Present |
| Lpl Financial Llc | Augusta | GA | 08/2011 | Present |
| Wealthplan Partners | Augusta | GA | 12/2015 | 11/2017 |
(1) 06/21/2016: LBH Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1206 Sumter Landing Lane, Evans, GA 30809 - Start 03/17/2016 - 5 Hr/Mo; 2 Hour(s) During Securities Trading - Purchase and sale of investment properties. (2) 1/19/2017 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name South State Investment Services - Investment Related - At Reported Business Location(s) - Start 02/21/2017 - 160 Hours Per Month During Securities Trading. (3) 6/22/2018 - Augusta Free School - Not Investment Related - NA - Non-Profit Board Member - Start Date:12/01/2016 - 1 Hours Per Month/0 Hours During Trading. (4) 05/18/2026 - Real Estate Rental - Investment Related - Augusta, GA - Start Date 05/07/2026 - 3 hours per month/ 2 hours during trading (5) 05/26/2026 - LBH Eats, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Augusta, GA - Start Date 05/12/2026 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
Reach out to this advisor