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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 02/2017 | 03/2021 |
| Unemployed | Fort Myers | FL | 07/2016 | 01/2017 |
| Valerie's House | Fort Myers | FL | 03/2021 | 10/2021 |
| Unemployed | Marquette | MI | 10/2021 | 01/2022 |
| Flagstar Bank | Marquette | MI | 01/2022 | Present |
| Infinex Investments, Inc. | Meriden | CT | 03/2022 | 01/2024 |
| Lpl Financial Llc | Marquette | MI | 02/2024 | Present |
1)12/2023 - Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2)12/2023 - Flagstar Bank / Branch Manager /Financial Institution Duty / Inv. Related / Marquette MI / Start date 01/03/2022 - 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-12 |
Reach out to this advisor