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 | 2021-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Partners, Inc. | Crown Point | IN | 06/2019 | 05/2021 |
| Sand Creek Country Club | Chesterton | IN | 04/2017 | 08/2020 |
| Indiana University, Technology Center Consulting | Bloomington | IN | 08/2019 | 05/2021 |
| Indiana University, Luddy School | Bloomington | IN | 08/2020 | 12/2020 |
| Washington Township Middle/High School | Valparaiso | IN | 08/2011 | 05/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2021 |
| Lpl Financial Llc | Crown Point | IN | 06/2021 | Present |
1)10/08/2021 - Oak Partners Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/13/2021 - Oak Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
Reach out to this advisor