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 |
|---|---|---|---|
| IN | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Finance Company | Shelbyville | IN | 05/2012 | 04/2018 |
| 1St Source Bank | Fort Wayne | IN | 05/2018 | Present |
| Lpl Financial Llc | Fort Wayne | IN | 02/2021 | Present |
1) 05/07/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name 1st Source Asset Advisors - Inv Rel - At Reported Business Location(s) 2) 07/01/2026 - 1st Source Bank - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 05/18/2018 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
Reach out to this advisor