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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-22 |
Branch Locations
310 Market Street First Floor, Basalt, CO 81621 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
310 Market Street First Floor, Basalt, CO 81621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Basalt | CO | 05/2026 | Present |
| Fidelity Brokerage Services Llc | Merrimack | NH | 07/2013 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Edward Jones | St.LOuis | MO | 01/2019 | 05/2026 |
1.05/22/2026; Banner; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/18/2026; 0hrs/mth; 0hrs during trading 2.05/22/2026; atla; Real Estate Rental; Investment Related; Raymond,NH; Start Date 01/01/2021; 4hrs/mth; 0hrs during trading 3.08/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Chaput Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/26/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-04 |
Reach out to this advisor