Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-16 |
| CA | RA | APPROVED | 2008-03-24 |
Branch Locations
3910 S Alma School Rd Ste 8, Chandler, AZ 85248-4498 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chandler | AZ | 10/2006 | Present |
1. 04/10/13 - FOR ACCOUNTING PURPOSES ONLY - 98% OF TIME SPENT - BOLDI FINANCIAL SERVICES, LLC - I CREATED A LLC (BOLDI FINANCIAL SERVICES) FOR ACCOUNTING PURPOSES. I DO NOT PLAN ON ADVERTISING THE NAME AT THIS TIME AND PLAN TO CONTINUE TO USE LPL FINANCIAL IN MY MARKETING EFFORTS. 2. 03/03/2015 - NO BUSINESS NAME - INV REL - 718 W. Rio Salado; Mesa AZ and 947 S. 35th Pl; Mesa AZ - REAL ESTATE RENTAL - TIME SPENT 2 HOURS PER MONTH - 718 W. RIO SALADO; MESA AZ 3. 03/05/2015 - NO BUSINESS NAME - INV REL - 947 S. 35th Pl. Mesa AZ - Real Estate Rental - START 11/01/2015 - I HOUR PER MONTH - We own a rental property at 947 S 35th Pl in Mesa AZ which is rented out. 4. 12/1/2016: Arizona Investment Network, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance. 5. 12/1/2016: The Arizona Group - Investment Related - 3325 E Baseline Rd.; Gilbert, AZ 85234 - Non-Variable Insurance - Start 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance. 6. 7/20/2017 - No Business Name - Investment Related - Savannah, GA - Real Estate Rental - Started 06/30/2017 - 1 Hour Per Month During Securities Trading - Purchased a rental property. 7. 11/07/2023 - Real Estate Rental - Investment Related - Chandler. AZ - Start Date 05/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-11 |
Reach out to this advisor