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 |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Rio Rancho | NM | 02/2013 | 07/2021 |
| Waddell & Reed, Inc | Monument | CO | 02/2013 | 07/2021 |
| Sjc Getaway Llc | Gulf Shores | AL | 03/2020 | Present |
| Lpl Financial Llc | Monument | CO | 07/2021 | Present |
1- 06/2020 / SJC Getaway, LLC. / Real Estate Rental / 3496 W. STATE HWY 180, GULF SHORES / Investment Related / Gulf Shores 2- 10/25/2022 - Trailblaze Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2022 3- 06/02/2023 - DARNELL FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/11/2023 - 0 Hours Per Month/ During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
Reach out to this advisor