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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CT | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ME | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WV | RA | APPROVED | 2021-07-21 |
Branch Locations
288 S River Rd Bldg A Unit 2, Bedford, NH 03110-6815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bedford | NH | 01/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | New Ipswich | NH | 05/2007 | 07/2021 |
| Jhs Interiors | New Ipswich | NH | 10/2013 | 07/2021 |
| Wtpk, Llc | Bedford | NH | 07/2019 | 07/2021 |
| Lpl Financial Llc | Bedford | NH | 07/2021 | Present |
1) 08/12/2021 - Granite Oak Capital Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0 HR / MO / 288 South River Road, Building A, Unit 2, Bedford NH 03031 - Start date: 8/29/18 2) 08/12/2021 - WTPK, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0 HR / MO / 288 South River Rd Bld A Unit 2, Bedford, NH, 03071 - Start date: 07/18/2019 3. 08/12/2021- JHS Interiors (name recently changed to Sunray Ceilings LLC)- Outside/W-2 Employment- Not INV Related- At New Ipswich , NH- 8 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-10 |
Reach out to this advisor