Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-05-01 |
Branch Locations
22 Inverness Center Pkwy Ste 555, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Covenant Group | Birmingham | AL | 05/2012 | 04/2019 |
| Lpl Financial Llc | Birmingham | AL | 05/2019 | Present |
1) 05/01/2019 - Feed Dixie Farms - Business Owner - non-inv rel - Wilsonville, AL -Start Date: 01/01/2014 - 0 Hrs/Mth - 0 Hrs During Trading. 2)03/01/2010 - Edward Glen, LLC - Investment Related - Real Estate Rental - at reported business location(s) - Start Date: 03/01/2010 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 05/01/2019 - The Covenant Group, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - at reported business location(s) - Start Date: 01/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 08/20/2020 - BETHANY DAVIS - Investment Related - Real Estate Rental - at reported business location(s) - Start Date: 08/19/2020 - 2 Hrs/Mth - 0 Hrs During Trading. 5)02/12/2021 -Covenant Group Wealth Management- Investment Related - DBA for LPL Business (entity for LPL business) - at reported business location(s) - Start Date: 02/11/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 6)05/28/2025 - BETHANY DAVIS - Non-Variable Insurance - Investment Related - at reported business location(s) - Start Date:05/27/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-11 |
Reach out to this advisor