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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-18 |
Branch Locations
2802 Som Center Rd Ste 100, Willoughby Hills, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | Akron | OH | 07/2021 | 05/2022 |
| Keybank | Strongsville | OH | 06/2020 | 08/2020 |
| Unemployed | Valley City | OH | 05/2021 | 07/2021 |
| Student | Valley City | OH | 01/2011 | 05/2021 |
| Mai Capital Managment Llc | Cleveland | OH | 06/2022 | 03/2025 |
| Lpl Financial Llc | Willoughby Hills | OH | 03/2025 | Present |
1 - 02/2025 - Vault Financial Group, LLC - DBA for LPL Business - Previously approved - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-20 |
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
Reach out to this advisor