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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
2040 Highway A1A, Ste 207, Indian Harbour Beach, FL 32937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whit's Frozen Custard | Melbourne | FL | 06/2025 | 07/2025 |
| Florida Insitute Of Technology | Melbourne | FL | 08/2024 | 05/2025 |
| Enterprise | Richmond | VA | 06/2024 | 07/2024 |
| University Of Lynchburg | Lynchburg | VA | 08/2023 | 05/2024 |
| Chick-Fil-A | Lynchburg | VA | 06/2023 | 07/2023 |
| University Of Lynchburg | Lynchburg | VA | 08/2021 | 05/2023 |
| Jersey Mike's | Richmond | VA | 06/2021 | 07/2021 |
| Douglas Freeman High School | Richmond | VA | 09/2016 | 05/2021 |
| Viera East Golf Course | Melbourne | FL | 08/2025 | Present |
| Lpl Financial | Melbourne | FL | 04/2025 | Present |
| Api Financial Management | Melbourne | FL | 04/2025 | 10/2025 |
1) 10/07/2025 - Steve Ulrichs / Non-Variable Insurance / Inv Related / Harbour Beach, FL 32937 / Start date 08/01/2025 - 4 hrs per month - 5% time spent 2) 10/07/2025 - Viera East Golf Course / Outside/W-2 Employment / Not investment related / Viera, FL 32955 / Start Date 08/17/2025 / 28 Hrs per month - 1% time spent / Cart Barn attendant 3) 10/07/2025 - API Financial Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) Start date: 09/18/2025 - 160 hrs per month 8hrs during Trading- 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
Reach out to this advisor