Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-01 |
| SC | RA | APPROVED | 2025-05-06 |
| IL | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
1211 W 22Nd St Ste. 209, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Valuation Group | Lansing | IL | 07/2013 | 12/2016 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 12/2016 | 10/2017 |
| Jpmorgan Securities Llc | Chicago | IL | 11/2017 | 04/2022 |
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2019 | 04/2022 |
| Jpmorgan Chase Bank Na | Chicago | IL | 05/2022 | 04/2025 |
| Jpmorgan Securities Llc | Chicago | IL | 05/2022 | 04/2025 |
| Lpl Financial Llc | Fort Mill | SC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-25 |
Reach out to this advisor