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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-05 |
Branch Locations
11234 Cornell Park Drive, Cincinnati, OH 45242 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
11234 Cornell Park Drive, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 05/2016 | 02/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 02/2019 |
| Coordinated Capital Securities, Inc. | Madison | WI | 02/2019 | 06/2023 |
| Lpl Financial Llc | Cincinnati | OH | 07/2023 | Present |
1) 06/2023 - J.NELSON FINANCIAL GROUP. LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 200hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-23 |
Reach out to this advisor