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 | 2023-02-10 |
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
358 S Elkhart Ave, Elkhart, IN 46516 • United States
340 Main Street, Lafayette, IN 47901 • United States
1725 Veterans Memorial Pkwy, Lafayette, IN 47909 • United States
1551 Win Hentschel Blvd, West Lafayette, IN 47906 • United States
1520 Union St, Lafayette, IN 47904 • United States
4709 Meijer Court, Lafayette, IN 47905 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue Employees Federal Credit Union | Lafayette | IN | 02/2008 | 01/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2008 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2019 | Present |
| Lpl Financial Llc | West Lafayette | IN | 05/2022 | Present |
| Inova Federal Credit Union | Elkhart | IN | 08/2023 | Present |
1) 05-18-2022-No Business Name- Investment Related-Notary- At Reported Business Location(s)-START DATE: 4/7/20228- 0.1 Hours Per Month/0.1 Hours During Trading- 2) 05-18-2022-Investment Services located at Purdue Federal Credit Union- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
Reach out to this advisor