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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Western Southern Life | Peoria | IL | 05/2012 | 03/2020 |
| W&S Brokerage Services | Cincinnati | OH | 03/2017 | 03/2020 |
| Prudential Insurance Company Of America | Peoria | IL | 03/2020 | Present |
| Pruco Securities, Llc. | Peoria | IL | 03/2020 | 11/2024 |
| Lpl Enterprise, Llc | Peoria | IL | 11/2024 | Present |
1) 11/14/2024 - Kyle Baker Insurance - Selling Car insurance, Homeowners insurance, Renters - Property and Casualty - Inv Related - At Peoria, IL - Start Date 01/20/2020 - 5hrs/mth - 0hrs/mth During Trading 2) 11/14/2024 - Kyle Baker Insurance - Healthcare, Final Expense, Critical Illness, Dental, Vision, Medicare Supplement - Non-Variable Insurance - Inv Related - At Peoria, IL - Start Date 01/20/2020 - 5hrs/mth - 0hrs/mth During Trading 3) 06/09/2025-Blue Peak Insurance & Investments-Owner/founder-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/06/2025-160hrs/mth-160hrs/mth during trading 4) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 5) 03/24/2026-Blue Peak Insurance-Owner/founder-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/06/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
Reach out to this advisor