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 |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
4620 E 53Rd St, Ste 200, Davenport, IA 52807 • United States
915 Bell Dr Sw, Cedar Rapids, IA 52404 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
915 Bell Dr Sw, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2014 | 04/2024 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1. 03/04/2024- Notary- State of Iowa- Investment Related- Start Date 10/2023 2. 03/04/2024- Edge Investment Solution- DBA for LPL Business (entity for LPL business)- Investment Related- at report business location (s)-160 hrs per mnth- 8 hrs during Trading- Start Date 08/2012 3. 03/04/2024- Dave Ramsey- SmartVestor PRO- Non Inv Rltd- at report business location (s) -Start Date 08/2016 4. 03/04/2024- Non-Variable Insurance- Investment Related- at report business location (s)- Start Date 11/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
Reach out to this advisor