Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-19 |
Branch Locations
8596 Farmington Blvd. Ste 1, Germantown, TN 38139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Easley Baseball Club | Germantown | TN | 08/2024 | Present |
| St. George's Independent School | Collierville | TN | 09/2024 | Present |
| Full-Time Education | Collierville | TN | 08/2014 | 05/2024 |
| Modern Woodmen Of America | Rock Island | IL | 10/2024 | 09/2025 |
| Mwa Financial Services Inc. | Rock Island | IL | 01/2025 | 09/2025 |
| Lpl Financial Llc | Germantown | TX | 09/2025 | Present |
1) 09/2025 - Easley Baseball Club / Coach/Sports/Fitness / Baseball Coach / Non In Related / Germantown, TN 38138 / Start date 07/15/2024 - 8 hrs per month - 1 % time spent 2) 09/2025 - St. George's Independent School / Coach/Sports/Fitness / Baseball Coach / Non In Related / Collierville, TN 38017 / Start date 08/15/2025 - 20 hrs per month - 5 % time spent 3) 09/2025 - Insurance Sales / Non-Variable Insurance / Inv Related / Collierville, TN 38017 / Start date 01/15/2025 - 160 hrs per month - 100 % time spent 4) 09/2025 - Ellis Retirement Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-02 |
Reach out to this advisor