Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| TN | RA | APPROVED | 2021-07-21 |
Branch Locations
1648 Westgate Circle Ste 101, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Franklin | TN | 01/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Nolensville | TN | 08/2016 | 07/2021 |
| Personal Referral Network | Franklin | TN | 03/2017 | 07/2021 |
| James Stites | Franklin | TN | 01/2018 | 07/2021 |
| Williamson County Young Republicans | Franklin | TN | 08/2018 | 07/2021 |
| Kickin It 615 | Nashville | TN | 02/2020 | 07/2021 |
| Lpl Financial Llc | Franklin | TN | 07/2021 | Present |
1- 04/2021 / DBA for LPL Business (entity for LPL business) / Franklin Financial Advisors / Investment Related / Franklin TN 37067 2- 09/30/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/20/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 3- 12/21/2022 - No Business Name - Investment Related - Home Based - Other - Notary - Notary - Start Date - 11/02/2022 - 2 Hours Per Month/0 Hours During Securities Trading - Notary Public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-17 |
Reach out to this advisor