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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
2038 Vermont Drive, Ste 107, Fort Collins, CO 80525 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2012 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2016 | 10/2024 |
| Lpl Financial Llc | Fort Collins | CO | 10/2024 | Present |
1. 07/15/2024- Petrilli Financial Management- Business Entity For Tax/Investment Purposes Only- Non Inv Rel CO 80525- 2 hrs per mnth- Start Date 07/01/2018 2. 07/15/2024- Petrilli Properties LLC- Real Estate Rental- CO, 80526- Inv Rel-1 hr per mnth- Start Date 02/01/2023 3. 07/15/2024- Goodwin Petrilli Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 07/01/2021 4) 01/28/2025 - Randal Petrilli - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/23/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
Reach out to this advisor