Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-17 |
| WY | RA | APPROVED | 2026-06-02 |
Branch Locations
4380 N Campbell Ave, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Niles | IL | 01/2011 | 07/2019 |
| Pnc Bank, N.A. | Niles | IL | 01/2011 | 07/2019 |
| Lake Forest Graduate School Of Management | Lake Forest | IL | 07/2019 | 02/2021 |
| Walgreens | River Grove | IL | 07/2020 | 12/2021 |
| Bmo Bank Na | Middleton | WI | 06/2021 | Present |
| Lpl Financial Llc | Middleton | WI | 06/2021 | Present |
1) 6/2021- BMO BANK NA - Financial Institution Duty / Banker- Inv. Related- Skokie, IL - 160hrs/mth 2) 6/2021- BMO Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-25 |
Reach out to this advisor