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 | 2017-03-03 |
| IL | RA | APPROVED | 2010-03-29 |
Branch Locations
45 S Park Blvd Ste 205, Glen Ellyn, IL 60137-6286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glen Ellyn | IL | 03/2010 | Present |
1. 03/29/10 - DBA THE STRATEGIC WEALTH GROUP. 2. 01/23/2015 - RJ HAGAN INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - GLEN ELLYN, IL 3. 10/15/2020 - WVHS Properties - Investment Related - 4028 Harvey Ave, Western Springs, IL 60558 - Business Entity For Tax/Investment Purposes Only - Start Date: 9/11/2017 - 0 Hours Per Month/0 Hours During Securities - Entity was created to hold commercial real estate properties. 4. 04/24/2023 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producing Insurance Agent - Start Date 04/12/2023 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-11 |
Reach out to this advisor