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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
201 Water Tower Dr Suite 108, Madison, OH 44057 • United States
201 Water Tower Dr. Suite 109, Madison, OH 44057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Ashtabula | OH | 10/2010 | 06/2018 |
| W&S Brokerage Services | Cincinnati | OH | 01/2011 | 06/2018 |
| Pruco Securities, Llc | Independence | OH | 06/2018 | 10/2020 |
| The Prudential Insurance Company Of America | Independence | OH | 06/2018 | 10/2020 |
| Equitable Advisors, Llc | Cleveland | OH | 11/2020 | 07/2023 |
| Mml Investors Services, Llc | Cleveland | OH | 08/2023 | 08/2024 |
| Massmutual Life Insurance Co. | Cleveland | OH | 07/2023 | 08/2024 |
| The Prudential Insurance Company Of America | Independence | OH | 09/2024 | Present |
| Pruco Securities Llc | Independence | OH | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | Independence | OH | 11/2024 | Present |
1) 03/09/2026-North Shore Wealth Partners-Managing Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/09/2026-180hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-03 |
Reach out to this advisor