Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-22 |
| IL | RA | APPROVED | 2018-10-19 |
Branch Locations
780 Mcardle Dr Ste A, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | St. Charles | IL | 11/2011 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial, Llc | Crystal Lake | IL | 10/2018 | Present |
| Criterion Wealth Advisors | St. Charles | IL | 09/2011 | 12/2020 |
(1) 10/19/2018 - HEART AND SOUL FOUNDATION - Investment Related - Home Based - NON-PROFIT BOARD MEMBER - Founding Board Member - Started 08/2003 - 8 Hours Per Month. (2) 10/19/2018 - EXEMPLAR FINANCIAL NETWORK - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (3) 10/19/2018 - EXEMPLAR ACCOUNTING AND TAX, INC. - Investment Related - At Reported Business Location(s) - Started 2012. (4) 04/19/2023 - E4 Insurance Services, LLC - Investment Related - 951 Kimball Ln #206, Verona, WI 53593 -Non-Variable Insurance - Insurance Agent - Start Date 04/03/2023 - 20 Hours Per Month/1 Hours During Securities Trading (5) 02/15/2024 - Xpectation Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 160 Hours Per Month/ During Trading 6) 02/06/2025 - Palladium Financial Services, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/22/2025 -120 Hrs/Mth - 80 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-08 |
Reach out to this advisor