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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-10 |
| TX | RA | APPROVED_RES | 2015-03-30 |
| IL | RA | APPROVED | 2014-04-11 |
Branch Locations
10225 N Knoxville Ave, Peoria, IL 61615 • United States
Germantown Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Peoria | IL | 04/2014 | Present |
(1) 11/23/2015: Investment Strategists at Better Banks - Investment Related - 6915 North Knoxville Ave, Peoria, IL 61614 - DBA for LPL Business (entity for LPL business) - Start 11/23/2015 - 160 Hours Per Month/7 Hours During Securities Trading. (2) 5/6/2019 - Investment Strategists Special Needs Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/23/2019 - 20 Hours Per Month/15 Hours During Securities Trading. (3) 11/21/2022 - WestPoint Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 09/15/2022 - 2 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-02 |
Reach out to this advisor