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 | 2012-06-28 |
| IL | RA | APPROVED | 2007-04-13 |
Branch Locations
2250 N Reed Station Parkway Ste 102, Carbondale, IL 62901-8101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Carbondale | IL | 12/2006 | Present |
(1) 5/6/2013: Liberty Wealth Management, Joel W. Sambursky & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (2) 5/30/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 06/01/2016 - 3 Hours Per Month During Securities Trading - INS TYPE: Health (3) 8/17/2016: Liberty Wealth Management of America - Business Entity For Tax/Investment Purposes Only- Investment Related - At Reported Business Location(s) - Start 06/01/2012 - 10 Hr/Mo; 1 Hour During Securities Trading 4). 04/12/2019 - No business name - Investment related - Sevierville, TN 37876 - Real Estate Rental - start date:03/27/2019 - 1 hr/mo - 0 hrs during trading -My family recently purchased a second home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-12 |
Reach out to this advisor