Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Mokena | IL | 01/2016 | 06/2022 |
| Fidelity Investments | Orland Park | IL | 06/2022 | 03/2024 |
| Lpl Financial Llc | Mokena | IL | 03/2024 | Present |
1- 02/2024 / Vie Wealth Management / DBA for LPL Business (entity for LPL business) / Invesment Related / 180 hrs mth / 40 hrs during trading / At reported business location(s) 2- 02/2024 / Cornerstone Wealth Portfolios / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 3- 02/2024 / Cornerstone Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 4- 08/30/2024 - Pickett Group INC - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/10/2024 - 0 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
Reach out to this advisor