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 | 2019-01-17 |
| OK | RA | APPROVED | 2018-11-29 |
Branch Locations
2250 E 73 Street Ste 650, Tulsa, OK 74136 • United States
2520 Mcgee Drive, Suite 110, Norman, OK 73072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Dist Co | Tulsa | OK | 09/2015 | 03/2017 |
| Financial Planning Resources | Tulsa | OK | 04/2017 | Present |
| National Planning Corporation | Tulsa | OK | 04/2017 | 11/2017 |
| Lpl Financial Llc | Tulsa | OK | 11/2017 | Present |
1. 11/29/2017 - Financial Planning Resources, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - licensed Ad Min - 173 Hours Per Month / 173 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
Reach out to this advisor