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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | New Castle | OH | 10/2015 | 01/2026 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2015 | 01/2026 |
| Cetera Investment Advisers Llc | New Castle | OH | 12/2024 | 01/2026 |
| Lpl Financial | Phoenix | AZ | 01/2026 | Present |
| Oneaz Credit Union | Phoenix | AZ | 01/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name ONEAZ Wealth Management- Inv Rel - At Reported Business Location (s) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
Reach out to this advisor