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 | 2024-02-22 |
| NV | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED_RES | 2021-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 04/2021 |
| Lpl Financial Llc | Las Vegas | NV | 04/2021 | Present |
1.09/15/2021; JTL LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 09/10/2021; 0hrs/mth; 0hrs during trading 2.10/27/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Synergy Wealth Advisory Group - "SWAG"; Investment Related; at Reported Business Location(s); Start Date 10/21/2021; 0hrs/mth; 0hrs during trading 3.02/24/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Long Investments; Investment Related; at Reported Business Location(s); Start Date 02/23/2023; 0hrs/mth; 0hrs during trading 4.04/25/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name VersiFi Private Wealth; Investment Related; at Reported Business Location(s); Start Date 04/24/2023; 80hrs/mth; 80hrs during trading 5.08/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jan Long Financial; Investment Related; at Reported Business Location(s); Start Date 08/13/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
Reach out to this advisor