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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial | Greensboro | NC | 07/2019 | 11/2019 |
| Lincoln Financial | Greensboro | NC | 04/2017 | 07/2019 |
| First Citizens Bank | High Point | NC | 01/2015 | 04/2017 |
| Grubb Family Ymca | Archdale | NC | 07/2015 | 04/2017 |
| L & G Photography | Archdale | NC | 04/2017 | 05/2017 |
| Wells Fargo Bank, Na | High Point | NC | 12/2019 | 10/2021 |
| Wells Fargo Clearing Services, Llc | High Point | NC | 12/2019 | 10/2021 |
| Lincoln Financial Securities | Greensboro | NC | 10/2021 | 05/2024 |
| Lpl Financial Llc | Greensboro | NC | 05/2024 | Present |
1) 04/25/2024 - Pilot Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 04/25/2024 - NC Notary Public - Notary - NC 27401 - Investment related - 1 Hour per month - Start date: 06/22/2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
Reach out to this advisor