Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-14 |
Branch Locations
10153 Grand River Rd Ste B Suite B, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 09/2016 | 02/2018 |
| Lpl Financial Llc | Brighton | MI | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Sales - Start Date 9/1/16 - 3 Hours Per Month/3 Hours During Securities Trading. 2. 02/14/2018 - Premier Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/23/2016 - 120 Hours Per Month/80 Hours During Securities Trading. 3. 5/9/2018 - Lake Trust Financial Life Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/19/2018 - 100 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
Reach out to this advisor