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 | 2022-09-06 |
| IN | RA | APPROVED | 2021-11-03 |
Branch Locations
7417 Mexico Road, Ste 104, St. Peters, MO 63376 • United States
54505 26Th St. Suite E, South Bend, IN 46635 • United States
54505 26Th St. Suite E, South Bend, IN 46635 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2008 | 10/2021 |
| Lpl Financial Llc | South Bend | IN | 10/2021 | Present |
1)10/2021- Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business)- inv. related- South Bend, IN 2)10/2021- Non-Variable Insurance- LTC trails only- inv. related- South Bend, IN- start date 2004 3) 04/28/2022 - Pickett Group Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance -Producer - Start Date - 04/01/2022 - 5 Hours Per Month/ 1 Hours During Securities Trading. 4) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 5) 09/29/2023 - Legacy Wealth Management - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 01/10/2022 - 0 Hours Per Month 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-10 |
Reach out to this advisor