Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Regions Bank | Metairie | LA | 03/2013 | 04/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 04/2013 | 04/2018 |
| Cetera Investment Advisers Llc | Kenner | LA | 01/2014 | 04/2018 |
| Next Financial Group | Metairie | LA | 04/2018 | 07/2025 |
| Lpl Financial Llc | Metairie | LA | 07/2025 | Present |
1. 07/10/2025- Saint Ann Wealth Strategists, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2018- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Donnas E Landry- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/02/2018- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
Reach out to this advisor