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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-04 |
Branch Locations
19753 E Pikes Peak Ave Ste G-102, Parker, CO 80138 • United States
18425 Pony Express Dr. Unit 103, Parker, CO 80134 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 04/2021 |
| Suncor Energy | Commerce City | CO | 02/2011 | 09/2018 |
| Woodbury Financial Services Inc | Thornton | CO | 05/2021 | 01/2024 |
| Osaic Wealth, Inc. | Thornton | CO | 01/2024 | 10/2024 |
| Lpl Financial | Parker | CO | 10/2024 | Present |
10/03/2024 / True North Personal Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
Reach out to this advisor