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 | 2025-12-08 |
| GA | RA | APPROVED | 2011-08-12 |
Branch Locations
200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 07/2011 | Present |
(1) 06/21/2011: Integrated Support Services - Other - representative, back office support (2) 06/21/2011: Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3). 11/26/2018 - Elevation Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/01/2019 - 5 Hours Per Month/5 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-17 |
Reach out to this advisor