Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2015 | 02/2018 |
| Lpl Financial Llc | Kent | WA | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - 1201 MONSTER RD SE STE 420 RENTON, WA 98057 - Non-Variable Insurance - INSURANCE AGENT - Life, LTC, Fixed Annuities. 2. 10/19/2018 - Livingston Financial Group - Investment Related - At Reported Business Location(s) & Various Hotel Conference Rooms around the West Coast. - Seminars - Start Date: 10/01/2017 - 10 Hours Per Month/10 Hours During Securities Trading - Lead Seminars for Government Employees. 3. 04/08/2019 - Financial Advisor Firm - Related DBA:Livingston Financial Group- Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/02/2017 - 5 hrs/mo - 0 hrs during trading. 4. 9/20/2021 - Life Brokerage Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2019 - 2 Hours Per Month During Securities Trading - OBQ ID # 1216142. 5. 9/20/2021 - Life Brokerage Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2019 - 2 Hours Per Month During Securities Trading - OBQ ID # 1216140. 6. 9/20/2021 - Life Brokerage Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2019 - 5 Hours Per Month/2 Hours During Securities Trading - OBQ ID # 1216139. 7. 01/06/2023 - Jeff Iunker Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/22/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
Reach out to this advisor