Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-20 |
| OH | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED | 2022-11-14 |
Branch Locations
6520 Centerville Business Pkw, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Pool Wealth Management | Centerville | OH | 05/2018 | 03/2020 |
| Lexis Nexis Corporation | Dayton | OH | 05/2017 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2020 | 10/2022 |
| Northwestern Mutual Investment Services Llc | Beavercreek | OH | 05/2020 | 10/2022 |
| Student | Los Angeles | CA | 08/2016 | 05/2017 |
| Student | Los Angeles | CA | 08/2017 | 05/2018 |
| Student | Dayton | OH | 08/2018 | 05/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2020 | 10/2022 |
| Lpl Financial Llc | Centerville | OH | 10/2022 | Present |
1)10/28/2022 - Gallagher Pool Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/28/2022 - Non-Variable Insurance - Trails Only - Inv Rel - At Reported Business Location(s) 3)10/28/2022 - Real Estate Rental - Inv Rel - Owner - Dayton, OH - Start: 06/2022 4)3/16/2023 - WOODHULL FAMILY LIMITED PARTNERSHIP - Not Investment Related - Other- Business Owners - Passive Co-owner - Start Date - 03/14/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5)3/16/2023 - No Business Name - Investment Related - Real Estate Rental - Start Date - 10 Hours Per Month/0 Hours During Securities Trading 6) 06/03/2025 - Coordi.me - Not Inv. Related - Home Based - Business Owner - Start Date:05/23/2025 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-24 |
Reach out to this advisor