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 | 2026-04-30 |
| CO | RA | APPROVED | 2021-01-15 |
| IA | RA | APPROVED | 2021-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zhook Media | Denver | CO | 06/2015 | 02/2017 |
| Lpl Financial, Llc | Cedar Falls | IA | 04/2016 | 02/2017 |
| Lee Wealth Management | Cedar Falls | IA | 03/2016 | 02/2017 |
| Gwfs Equities Inc | Greenwood Village | CO | 02/2017 | 08/2020 |
| Lee Wealth Mgmt | Cedar Falls | IA | 12/2015 | 02/2017 |
| Zhook Media | Denver | CO | 01/2015 | 02/2017 |
| Student | Denver | CO | 08/2020 | 11/2020 |
| Lpl Financial | Cedar Falls | IA | 01/2021 | Present |
01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - LEE WEALTH MANAGEMENT - INVESTMENT RELATED - CEDAR FALLS, IA 50613 2)04/2007 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BRAD LEE FINANCIAL SERVICES - INVESTMENT RELATED - CEDAR FALLS, IA 50613
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-01 |
Reach out to this advisor