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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-02 |
Branch Locations
3712 Old Forest Road Suite 400-2, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg | VA | 12/2017 | 08/2018 |
| Mabry Automotive Group | Forest | VA | 01/2016 | Present |
| Merrill Lynch | Lynchburg | VA | 01/2017 | 09/2017 |
| Bank Of America, N.A. | Lynchburg | VA | 02/2017 | 08/2018 |
| Equity Services Inc | Montpelier | VT | 08/2018 | 03/2026 |
| National Life Group | Roanoke | VA | 08/2018 | 03/2026 |
| Lpl Enterprise Llc | Lynchburg | VA | 03/2026 | Present |
1. 02/27/2026 - Midland National- Non-Variable Insurance - West Des Moines IA - Inv Related - OBA Start Date: 03/01/2024 - 10 Hour(s)/Month - 10 Hour(s) During Trading" 2. 02/27/2026 - National Financial Services - Non-Variable Insurance - Montpelier VT - Inv Related - OBA Start Date: 08/01/2018- 25 Hour(s)/Month - 25 Hour(s) During Trading" 3. 02/27/2026 - BRODF - Real Estate Rental - Forest VA - Inv Related - OBA Start Date: 01/04/2019 - 10 Hour(s)/Month - 10 Hour(s) During Trading" 4. 02/27/2026 - Nash Insurance Services & Advisement LLC - Property and Casualty - Roanoke VA - Inv Related - OBA Start Date: 02/09/2024 - 1 Hour(s)/Month - 1 Hour(s) During Trading" 5. 02/27/2026 - Mabry Automotive Group - Outside/W-2 Employment - Forest VA - Inv Related - OBA Start Date: 01/01/2016 - 20 Hour(s)/Month - 20 Hour(s) During Trading" 6. 02/27/2026 - Third Level LLC - Real Estate Rental - Forest VA - Inv Related - OBA Start Date:01/01/2018 - 5 Hour(s)/Month - 5 Hour(s) During Trading" 7. 02/27/2026 - Bold Financial Strategies - DBA for LPL Business (entity for LPL business) - Lynchburg VA - Inv Related - OBA Start Date: 12/04/2018 - 150 Hour(s)/Month - 150 Hour(s) During Trading" 8. 02/27/2026 - Demond Bolden N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Forest VA - Inv Related - OBA Start Date: 02/25/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 9. 02/27/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Forest VA - Inv Related - OBA Start Date: 02/25/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
Reach out to this advisor