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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Harleysville | PA | 09/2015 | 01/2018 |
| Next Financial Group, Inc. | Houston | TX | 01/2018 | 07/2025 |
| Lpl Financial Llc | Harleysville | PA | 07/2025 | Present |
1. 07/10/2025- Porter and Guide Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2021- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- AZT Financial Group LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2018- 5 Hours Per Month 3. 07/10/2025- BEKN Properties LLC- INV Related- At Reported Business Location(s)- Start date 11/27/2024- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-09 |
Reach out to this advisor