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 | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 05/2022 | Present |
| Dept Of Rec Sports At Texas A&M | College Station | TX | 01/2020 | 12/2022 |
| Lpl Financial Llc | Houston | TX | 05/2021 | 08/2021 |
| Texas A&M | College Station | TX | 07/2018 | 12/2022 |
| Fajita Pete's | Cypress | TX | 03/2018 | 08/2018 |
| Tomball Isd | Tomball | TX | 08/2008 | 06/2018 |
1) 07/2023 - Sterling Portfolio Managers LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 02/09/2024 - Forsyth Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
Reach out to this advisor