Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-15 |
| GA | RA | APPROVED | 2022-12-12 |
Branch Locations
1685 Terrell Mill Rd Ste 205, Marietta, GA 30067 • United States
880 W Long Lake Rd Ste 225, Troy, MI 48090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Birmingham | MI | 04/2007 | 11/2018 |
| Morgan Stanley Smith Barney | Birmingham | MI | 06/2009 | 11/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2018 |
| Fisher Investments | Camas | WA | 12/2018 | 07/2019 |
| Unemployed | Troy | MI | 08/2019 | 11/2019 |
| Lpl Financial, Llc | Bingham Farms | MI | 12/2019 | Present |
1. 8/10/2020 - No Business Name - Investment Related - Home Based - Other-FINRA Arbitrator - Start Date: 09/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 2. 11/17/2020 - Lindsay Capital, LLC - Not Investment Related - At Reported Business Location(s) & Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 11/17/2020 - 160 Hours Per Month/160 Hours During Securities Trading - LPL commissions-setting up a pass-through account. 3. 6/7/2021 - Sutherland Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/1/2021 - 200 Hours Per Month/8 Hours During Securities Trading. 4. 02/05/2024 - Other - Transportation - Sharco Express LLC Referrals - Not Investment Related - Home Based - Start Date 01/01/2024 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
Reach out to this advisor