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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
15720 Brixham Hill Avenue Suite 300,, Charlotte, NC 28277 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Charlotte | NC | 05/2021 | 02/2022 |
| Roi Revolution | Raleigh | NC | 06/2017 | 04/2021 |
| Full Time Student | Winston Salem / Chapel Hill | NC | 05/2011 | 05/2017 |
| The Prudential Insurance Company Of America | Charlotte | NC | 10/2021 | 02/2022 |
| Steward Wealth Strategies | Raleigh | NC | 02/2022 | Present |
| Fsc Securities Corporation | Raleigh | NC | 02/2022 | 11/2023 |
| Osaic Wealth, Inc. | Raleigh | NC | 11/2023 | 07/2026 |
| Lpl Financial Llc | Charlotte | NC | 07/2026 | Present |
1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 170 Hrs/Mth - 130 Hrs During Trading - OBA start date: 7/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-12 |
Reach out to this advisor