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 | 2025-11-11 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 06/2012 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 02/2019 | 07/2019 |
| Unemployed | Knightdale | NC | 05/2018 | 02/2019 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | 10/2022 |
| Unemployed | Knightdale | NC | 09/2019 | 06/2020 |
| Gohealth Llc | Charlotte | NC | 07/2020 | 06/2021 |
| Tradestation Securities, Inc. | Plantation | FL | 10/2022 | 03/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 04/2024 | Present |
1.) 04/08/2024-Coverage Corner, LLC, Business entity for tax/investment purposes only-Not Inv Related-At Road Rocky Mount, NC-Start date 04/19/2022-2hrs/mth 2) 04/08/2024-North American Senior Benefits-Non-Variable Insurance-Independent Licensed Insurance Agent selling Medicare Advantage, Medicare, Supplement Prescription Drug Plans, Whole Life and Term Life to family and close friends. North American Senior Benefiting-Inv Related-At Lawrenceville, GA-Start date 10/2019-2hrs/mth 3) 06/11/2025-DoorDash Inc.-Independent Contractor-Rideshare-Not inv related-At San Francisco, NC-Start date 06/03/2025-15hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
Reach out to this advisor