Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-14 |
| OR | RA | APPROVED | 2010-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canby | OR | 05/2010 | Present |
1. 12/02/2009 - LMRK GROUP, LLC - INV REL - REAL ESTATE RENTAL - 1% TIME SPENT - FAMILY BUSINESS THAT OWNS RENTAL REAL ESTATE. WE ALSO DEVELOP OUR PROPERTIES THROUGH THIS ENTITY 2. 12/02/2009 - M&M ANGUS - NOT BUSINESS NAME - BUSINESS OWNER - I RAISE CATTLE, SHEEP AND HAY. ADDITIONALLY I SELL LOCKER MEAT AND HAY 3. 12/03/2009 - NON-VARIABLE INSURANCE - INV REL - 5% TIME SPENT - I DO FIXED INSURANCE PRODUCTS. 4. 5/20/2011: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - CORNERSTONE WEALTH MANAGEMENT - INVESTMENT RELATED - MOLLALA, OR. 5. 3/17/2015: REAL ESTATE RENTAL - M & S INVESTMENTS, LLC DBA "ROCK CREEK MILL" - INV REL - REAL ESTATE RENTAL COMPANY OWNER - STARTED 03/01/2015 - INVESTMENT RELATED - 5 HOURS PER MONTH/0 HOURS DURING TRADING - 24945 S MULINO RD, CANBY, OR 97013. 6. 01/23/2018 - FMM Investments LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2018 - 40 Hours Per Month/40 During Securities Trading. 7. 01/08/2024 - Other - Public Notary Service - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 8. 02/25/2025- Direct Link- For-Profit Board Member- Not INV Related- At Canby, OR- Start date 03/01/2025- 3 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-05 |
Reach out to this advisor