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 | 2022-08-11 |
| TX | RA | APPROVED_RES | 2022-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck, Inc. | Rockville | MD | 09/2011 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 07/2022 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 07/2022 |
| Lpl Financial Llc | West Covina | CA | 08/2022 | Present |
1)07/11/2022 - DSI WEALTH MANAGEMENT GROUP INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/11/2022 - DSI WEALTH MANAGEMENT GROUP INC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-16 |
Reach out to this advisor