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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-20 |
Branch Locations
7345 Old Troy Pike Route 202, Huber Heights, OH 45424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Vandalia | OH | 08/2015 | 10/2018 |
| Pnc Investments | Vandalia | OH | 08/2015 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | Dayton | OH | 10/2018 | 07/2019 |
| J.P. Morgan Securities Llc | Dayton | OH | 10/2018 | 07/2019 |
| Fifth Third Bank | Dayton | OH | 07/2019 | 04/2026 |
| Fifth Third Securities | Dayton | OH | 12/2019 | 04/2026 |
| Lpl Financial Llc | Huber Heights | OH | 04/2026 | Present |
| Wright Patt Credit Union | Huber Heights | OH | 04/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name WPCU Retirement Solutions - Inv Rel - At Reported Business Location (s) - Start Date: 4/2026 2. 4/2026 - Matt Parks - Notary - INV REL - 8 Hour(s)/Month - 8 Hour(s) During Trading - Dayton OH 45420 - OBA Start date: 07/03/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
Reach out to this advisor