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 |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
119 Boone Ridge Dr Suite 403, Johnson City, TN 37615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Johnson City | TN | 10/2009 | 01/2024 |
| Self Employed | Johnson City | TN | 02/2009 | Present |
| Osaic Wealth, Inc. | Johnson City | TN | 01/2024 | 08/2024 |
| Lpl Financial | Johnson City | TN | 08/2024 | Present |
1)07/26/2024 - Crossbridge Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2009 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
Reach out to this advisor