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 | 2024-03-27 |
Branch Locations
3008 N Mccoll Road Suite A, Mcallen, TX 78501 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3008 N Mccoll Road Suite A, Mcallen, TX 78501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Mcallen | TX | 06/2008 | 03/2024 |
| Lpl Financial Llc | Mcallen | TX | 03/2024 | Present |
1- 02/2024 / Strategic Insights Financial Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 180 hrs mth / 3 hrs during trading / At reported business location(s) 2- 02/2024 / Pinnacle Integrated Solutions / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 20 hrs mth / 1 hr during trading / Start date: 09/20/2023 3- 02/2024 / Adaptive Tax Planning / Business Entity For Tax/Investment Purposes Only / Investment Related / 20 hrs mth / 1 hr during trading / Start date: 09/20/2023 4) 12/16/2024- Puro 956 LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Edinburg,TX- Start date 12/13/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
Reach out to this advisor