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 | 2025-09-15 |
| AL | RA | APPROVED | 2025-08-21 |
| LA | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Keegan & Company, Inc. | Birmingham | AL | 02/2007 | 07/2017 |
| Regions Bank | Birmingham | AL | 04/2008 | 07/2017 |
| Iberia Bank | Birminghame | AL | 07/2017 | 07/2020 |
| First Horizon Advisors | Birmingham | AL | 07/2020 | Present |
| Lpl Financial Llc | Birmingham | AL | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 08/04/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
Reach out to this advisor