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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-09 |
| MO | RA | APPROVED | 2023-08-16 |
Branch Locations
301 Se 291 Hwy, Lee'S Summit, MO 64063 • United States
17601 E 24 Hwy, Independence, MO 64056 • United States
18700 E 39Th Street, Independence, MO 64057 • United States
1Xgd 15305 E Colfax Ave, Aurora, CO 80011 • United States
8450 E Cresent Pky, Ste 150, Greenwood Village, CO 80111 • United States
750 Ne Woods Chapel Rd, Lee'S Summit, MO 64064 • United States
2915 S Noland Rd, Independence, MO 64055 • United States
809 Sw M-150 Hwy, Lee'S Summit, MO 64082 • United States
3550 W 38Th Ave, Ste 70, Denver, CO 80211 • United States
503 N 7 Highway, Blue Springs, MO 64014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Overland Park | KS | 12/2014 | 05/2017 |
| Commerce Brokerage Services, Inc. | Saint Louis | MO | 05/2017 | Present |
| Lpl Financial Llc | Lee'S Summit | MO | 08/2023 | Present |
1. 04/05/2023 - Commerce Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-23 |
Reach out to this advisor