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 |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
3425 40Th Ave Nw Suite 110, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Rochester | MN | 05/2012 | 07/2021 |
| Waddell & Reed, Inc | Rochester | MN | 05/2012 | 07/2021 |
| Rental | Birchwood | WI | 06/2003 | 12/2019 |
| Lpl Financial Llc | Byron | MN | 07/2021 | Present |
1) 1/2022 - Non-Variable Insurance - Robert Reynolds - Investment Related - 2 hr/mon 2hr/trading - Rochester, MN 55906 2) 4/2019 - DBA for LPL Business (entity for LPL business) - RoundTable Wealth Partners - Investment Related - Rochester, MN 55906 3) 2017 - Outside/W-2 Employment - EMPLOYMENT/CHECKS & BALANCES - Not Investment Related - 120 hr/mon - Rochester, MN 55906
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
Reach out to this advisor