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_RES | 2025-08-15 |
| WA | RA | APPROVED | 2024-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Deer Park | WA | 04/2024 | Present |
| Packard Wheeler Succession Dba Group Benefits Llc | Spokane Valley | WA | 06/2021 | 03/2024 |
| Spokane County Building And Planning | Spokane | WA | 08/2020 | 06/2021 |
| Cardon Outreach/Meddata Inc (Now Elevate Patient Financial Sol) | Spokane | WA | 12/2015 | 08/2020 |
1.04/05/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lifeworks Private Wealth; Investment Related; at Reported Business Location(s); Start Date 03/26/2024; hrs/mth; hrs during trading 2.11/27/2024; LifeWorks Private Wealth; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/01/2024; 4hrs/mth; 2hrs during trading 3.08/20/2026; LifeWorks Private Wealth; Notary; Not Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 2hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-08 |
Reach out to this advisor