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 |
|---|---|---|---|
| IL | RA | APPROVED | 2014-06-17 |
Branch Locations
129 Commercial Drive Unit 4, Yorkville, IL 60560 • United States
129 Commercial Dr Unit 9, Yorkville, IL 60560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Yorkville | IL | 05/2011 | Present |
(1) 02/07/2014: Milestone Wealth Design - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (2) 05/11/2022 - Wendy K Malas Living Trust - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 01/01/2021 - 1 Hours Per Month/ 0 Hours During Securities Trading (3) 06/27/2023 - Yorkville Home Design Center Retail Owners Association - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Start Date 05/10/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
Reach out to this advisor