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 | 2025-08-26 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Tampa | FL | 06/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2015 | Present |
| Members Trust Company, Fsb | Tampa | FL | 06/2015 | Present |
| Lpl Financial Llc | Wesley Chapel | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Suncoast CU-Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor - Start Date- 06/22/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
Reach out to this advisor