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 | 2025-11-14 |
| NC | RA | APPROVED | 2025-09-11 |
| SC | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 01/2020 | 05/2021 |
| Rhi General Group | San Ramon | CA | 01/2020 | 04/2020 |
| University Of South Carolina | Columbia | SC | 08/2013 | 08/2017 |
| Landmark Organization Llc | Wilmington | NC | 06/2014 | 07/2018 |
| Unemployed | Wilmington | NC | 08/2018 | 11/2019 |
| Principal Life Insurance Company | Charlotte | NC | 05/2021 | 02/2023 |
| Principal Securities Inc | Charlotte | NC | 05/2021 | 02/2023 |
| Lpl Financial, Llc | Fort Mill | SC | 08/2025 | Present |
| Sfp-1 Llc | Wilmington | NC | 01/2022 | 07/2025 |
1) 09/11/2025 - SFP-1 LLC - Real Estate Rental - Co-owner - Investment Related - 5022 Wrightsville Avenue Wimington NC 28403 - start date 01/01/2022 - 0 hrs per mth / 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
Reach out to this advisor