Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED_RES | 2023-08-24 |
Branch Locations
203 Harker Place, Ste. 115, Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Managment | Annapolis | MD | 12/2012 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Bbtis | Annapolis | MD | 11/2016 | 02/2021 |
| Bb&T Securities, Llc | Crofton | MD | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Pasadena | MD | 02/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2021 | 08/2023 |
| Bank Of America, N.A. | Washington | DC | 07/2021 | 08/2023 |
| Lpl Financial Llc | Annapolis | MD | 08/2023 | Present |
| State Employee Cr Union Of Md | Annapolis | MD | 08/2023 | Present |
1) 09/27/2023 - SECU Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/24/2023 - 40 Hours Per Month 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-06 |
Reach out to this advisor