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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First State Bk Of Shannon-Polo | Shannon | IL | 05/2019 | Present |
| Kronos | Lowell | MA | 01/2018 | 05/2019 |
| Ascentis | San Mateo | CA | 03/2016 | 01/2018 |
| Lpl Financial Llc | Shannon | IL | 05/2019 | Present |
1) 12/3/19- FSB Wealth Group -DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 07/31/2024 - Jason Mlakar DBA CDF Music Group - Business Entity For Tax/Investment Purposes Only - Investment Related - Lanark, IL - Start Date 07/15/2024 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-12 |
Reach out to this advisor