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 | 2026-01-13 |
| IA | RA | APPROVED | 2025-08-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | West Des Moines | IA | 02/2008 | 07/2025 |
| Principal Securities | West Des Moines | IA | 02/2008 | 07/2025 |
| Birchcorp Financial | Newton | IA | 03/2014 | 07/2025 |
| Birch Corp Llc | Newton | IA | 01/2022 | Present |
| Lpl Enterprise Llc | Newton | IA | 08/2025 | Present |
1. 08/01/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Newton, IA - Start Date 07/17/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 08/01/2025 - ROBERT MCCAREY N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Newton, IA - Start Date 07/17/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 08/01/2025 - Birch Corp LLC - Notary - NOT INV REL - Newton, IA - Start Date 11/16/2010 - 1 HR/MO | 0 HRS/MO DURING TRADING 4. 08/01/2025 - CARDINAL STORAGE - Real Estate Rental - INV REL - Newton, IA - Start Date 02/01/2007 - 5 HRS/MO | 0 HRS/MO DURING TRADING 5. 08/01/2025 - MCCAREY ENTERPRISE llC - Real Estate Rental - INV REL - Newton, IA - Start Date 06/01/1999 - 15 HRS/MO | 0 HRS/MO DURING TRADING 6. 08/01/2025 - Birch Corp LLC - Non-Variable Insurance - INV REL - Newton, IA - Start Date 03/01/2008 - 25 HRS/MO | 6 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-28 |
Reach out to this advisor