Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-09 |
Branch Locations
3890 E. Main Street, Saint Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Hinsdale | IL | 04/2011 | 11/2018 |
| Bmo Harris | St Charles | IL | 11/2018 | Present |
| Lpl Financial Llc | Naperville | IL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - NAPERVILLE, IL 2) 01/01/1900 - Financial Institution Duty - BMO Harris Bank - NAPERVILLE, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
Reach out to this advisor