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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-18 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charleston | SC | 10/2015 | 10/2018 |
| Nylife Securities Llc | Charleston | SC | 10/2015 | 10/2018 |
| Sterling Jewelers | Charleston | SC | 08/2015 | 08/2018 |
| The Merrick Financial Group, Llc | North Charleston | SC | 01/2016 | 10/2018 |
| Tiaa | Charlotte | NC | 10/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2018 | 12/2020 |
| Nuveen Securities, Llc | Charlotte | NC | 11/2020 | 09/2022 |
| Nuveen Asset Management, Llc | Chicago | IL | 11/2020 | 09/2022 |
| Truist Investment Services Inc. | Charlotte | NC | 09/2022 | 12/2023 |
| Truist Advisory Services Inc. | Charlotte | NC | 09/2022 | 12/2023 |
| Lpl Financial Llc | Fort Mill | SC | 01/2024 | Present |
1) 01/11/2024 - 30 Day Difference: Make It A Habit and Make It Happen - Author - non inv. related- Home Based - Start Date 3/14/2015- 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-24 |
Reach out to this advisor