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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upper Valley Career Center | Piqua | OH | 08/2018 | 12/2021 |
| Fairlawn Local School District | Sidney | OH | 08/2015 | 08/2018 |
| Anna Local Schools | Anna | OH | 11/2018 | 02/2020 |
| Independent Wealth Planning Group Inc. - Lpl Financial | Sidney | OH | 02/2020 | Present |
| Lpl Financial Llc | Sidney | OH | 12/2021 | Present |
1) 1/2022- Independent Wealth Planning Group, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- SIDNEY, OH 2) 1/2022- Independent Wealth Planning Group Inc.- Non-Variable Insurance- Agent selling life and disability - inv. related- SIDNEY, OH - start date 2/2019- 16hrs/mth 3) 1/2022- Upper Valley Career Center- Outside/W-2 Employment- Mathematics Teacher- non-inv. related- Piqua, OH - start date 8/2018- 35hrs/mth 4) 1/2022- Independent Tax Services, LLC- Co-owner - Tax preparation- inv. related- 515 East Main Street suite C Anna, OH- start date 9/2021- 40hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-21 |
Reach out to this advisor