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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2011 | 03/2025 |
| Lpl Financial | Charlotte | NC | 03/2025 | Present |
1- 03/05/2025 / Carnegie Private Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / start 03/05/2025 2. 08/20/2025 - Non-Variable Insurance - At reported business location(s) - Inv Rel - Start date: 08/18/2025 - 2hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
Reach out to this advisor