Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-16 |
Branch Locations
1151 Red Mile Road, Lexington, KY 40504 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Lexington | KY | 11/2022 | 05/2024 |
| Benefit Insurance Marketing | Lexington | KY | 06/2017 | Present |
| Retirement Management Services, Llc | Louisville | KY | 01/2012 | 06/2017 |
| Lpl Financial Llc | Lexington | KY | 05/2024 | Present |
1) 06/20/2024 - BENEFIT INSURANCE MARKETING/Bim Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start date: 06/30/2017 - 140 Hrs/Mo; 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
Reach out to this advisor