Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Vancouver | WA | 09/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Camas | WA | 12/2007 | 07/2021 |
| Boulder Running Company | Colorado Springs | CO | 01/2008 | 12/2016 |
| Eileen Koenig | Colorado Springs | CO | 07/2009 | 12/2019 |
| Kirby Shineman | Colorado Springs | CO | 07/2009 | 12/2017 |
| American Diabetes Association | Colorado Springs | CO | 04/2013 | 12/2019 |
| Brain 7 | Colorado Springs | CO | 05/2015 | 12/2019 |
| Landsharks Running Club | Colorado Springs | CO | 10/2017 | 10/2019 |
| Seasons Group, Inc. | Colorado Springs | CO | 01/2017 | 12/2019 |
| Brooks Sports Inc | Seattle | WA | 01/2019 | 12/2020 |
| Rocky Mountain Community Land Trust | Colorado Springs | CO | 03/2019 | 11/2019 |
| Colleen Lenard | Vancouver | WA | 12/2019 | 07/2021 |
| Lpl Financial Llc | Vancouver | WA | 07/2021 | Present |
1- 07/2021 / DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Vancouver, WA 2- 04/12/2022 - Runner2Runner - Not Investment Related - Vancouver, WA 98683 - Other - Coaching - Coach - Start Date - 04/11/2022 - 16 Hours Per Month/ 0 Hours During Securities 3- 05/29/2024 - Aspire Wealth Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/1/2024 - 160 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
Reach out to this advisor