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 | 2021-08-30 |
| MI | RA | APPROVED | 2011-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hastings | MI | 01/2009 | Present |
1) 02/02/2009: Keessen Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 06/11/2009: Kessen Financial Services - Non-Variable Insurance DBA - DBA: Kessen Financial Services - Investment Related - At Reported Business Location(s) - 10% Time Spent - writing fixed annuity business along with life insurance through companies such as Pacifc Life, Midland, American National, etc. 3) 01/09/2023 - BridgePoint Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 01/19/2023 - BridgePoint Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 40 Hours Per Month/35 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
Reach out to this advisor