Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-29 |
Branch Locations
11940 Jollyville Rd Ste 105-S, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Financial Services | Austin | TX | 07/2011 | Present |
| Voya Financial Advisors | Austin | TX | 09/2014 | 06/2020 |
| Lpl Financial | Austin | TX | 06/2020 | Present |
01/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CROSSROADS FINANCIAL SERVICES - 95% - INVESTMENT RELATED - AUSTIN, TX 78731
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-01 |
Reach out to this advisor