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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-29 |
| ND | RA | APPROVED | 2018-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Bismarck | ND | 10/2012 | 12/2018 |
| Lpl Financial Llc | Fargo | ND | 12/2018 | Present |
| Cornerstone Bank | Fargo | ND | 12/2018 | 01/2019 |
1)12/03/18- Cornerstone financial group- DBA for LPL Business (entity for LPL business)- Inv. Related- Fargo, ND - 100% 2)12/03/18- Cornerstone financial group- Non-variable Insurance- Agent for Fixed life ins., equity indexed life insurance, fixed annuities.- Inv. Related- Fargo, ND - 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-12 |
Reach out to this advisor