Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-19 |
| FL | RA | APPROVED | 2017-05-01 |
Branch Locations
370 W Camino Gardens Ste 101, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2012 | 04/2017 |
| Lpl Financial Llc | Boca Raton | FL | 04/2017 | Present |
| Private Wealth Llc | Boca Raton | FL | 02/2018 | 06/2018 |
1)4/28/17- Compass Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related - Jacksonville, FL- 100%. 2) 10/10/2017 - Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/18/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 3) 12/16/2021 - No Business Name - Investment Related - 370 W. Camino Gardens Blvd., Suite 101, Boca Raton, FL 33432 - Real Estate Rental - Start Date: 01/03/2022 - 0 Hours Per Month/0 Hours During Securities Trading - Collecting rent from LPL Representative that is not part of our practice group for part-time use of our conference room. 4) 06/29/2022 - J D Franskousky, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-10 |
Reach out to this advisor