Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2023-08-17 |
Branch Locations
110 S Hartford Ave Ste 1006, Tulsa, OK 74120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities Llc. | Arden Hills | MN | 07/2016 | 08/2023 |
| Lpl Financial Llc | Tulsa | OK | 08/2023 | Present |
1)08/16/2023 - HerPlanning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 160 Hr/Mth 2)08/16/2023 - Non-Variable Insurance - MYGAs, Fixed Indexed - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 2 Hr/Mth 3)08/16/2023 - Notary - State of OK - Inv Rel - At Reported Business Location(s) - Start: 05/2012 - 1 Hr/Mth 4)08/16/2023 - Real Estate Rental - landlord/leaseholder - sublease one of the offices in my suite - Inv Rel - At Reported Business Location(s) - Start: 03/2020 5)08/16/2023 - GEN3 Financial - Certified Divorce Financial Analys - Owner - Non-Inv Rel - Tulsa, OK - Start: 07/2016 - 5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-16 |
Reach out to this advisor