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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-13 |
| FL | RA | APPROVED | 2018-01-02 |
Branch Locations
842 Anchor Rode Drive, Naples, FL 34103 • United States
Bozeman, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Plans Administrative Services | St Petersburg/Naples | FL | 03/2013 | 06/2017 |
| Lpl Financial Llc | Naples | FL | 06/2017 | Present |
1. 02/12/2018 - Anchor Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/01/2018 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-14 |
Reach out to this advisor