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 | 2022-07-07 |
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
808 E Front St, Buchanan, MI 49107 • United States
2819 S State St, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2011 | 08/2017 |
| United Federal Credit Union | St Joseph | MI | 08/2012 | 08/2017 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2017 | Present |
| Cuna Mutual Group | Waverly | IA | 08/2017 | Present |
| Lpl Financial Llc | Buchanan | MI | 05/2022 | Present |
1. 05/19/2022 - United Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-09 |
Reach out to this advisor