Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-10-10 |
Branch Locations
1723 Williams St., Great Bend, KS 67530 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
306 E Sante Fe, Ellingwood, KS 67526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doll Insurance Group, Llc | Ellinwood | KS | 02/2003 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2011 | 10/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2012 | 10/2018 |
| Lpl Financial Llc | Great Bend | KS | 10/2018 | Present |
| Private Advisor Group, Llc | Great Bend | KS | 10/2018 | Present |
1)10/01/18- Doll Insurance Group & Financial Service,LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Ellinwood, KS - 100% 2)10/01/18- Doll Insurance Group, LLC- Insurance Agency- Owner and Agent - Inv. Related - Ellinwood, KS- star date 2/1/2003- 160hrs/mth - 50% 3)10/01/18- DENWOOD HOMES, LLC- Real Estate Services- Co-owner- Inv. Related- Ellinwood, KS- start date 1/1/2003- 30hrs/mth- 10%. 4) 10/30/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/07/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 10/31/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-31 |
Reach out to this advisor