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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-02 |
| MI | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
527 Park Place Court Suite 100, Mishawaka, IN 46545 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
527 Park Place Court Suite 100, Mishawaka, IN 46545 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Mishawaka | IN | 09/2005 | 12/2025 |
| Lpl Enterprise Llc | Mishawaka | IN | 12/2025 | Present |
1. 11/21/2025 - St. Paul's Lutheran Church - Niles - Non-Profit Board Member - Niles ,MI - Not Inv Related - Start Date: 06/01/2025- 2 Hour(s)/Month - 0 Hour(s) During Trading 2.11/21/2025 - St. Paul's Lutheran Church - Niles - Non-Profit Board Member - Niles ,MI - Not Inv Related - Start Date: 01/01/2021 - 2 Hour(s)/Month - 0 Hour(s) During Trading 3. 11/21/2025 - Premier Planning Partners Inc - DBA for LPL Business (entity for LPL business) - Mishawaka, IN - Inv Related - Start Date: 12/01/2025 - 200 Hour(s)/Month - 130 Hour(s) During Trading 4. 11/21/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Niles, MI - Inv Related - Start Date: 10/03/2025 - 160 Hour(s)/Month -160 Hour(s) During Trading 5. 11/21/2025 - Karen Carnes N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Niles, MI - Inv Related - Start Date: 10/03/2025 - 160 Hour(s)/Month -160 Hour(s) During Trading 6. 11/21/2025 - Walters & Associates - Non-Variable Insurance - Mishawaka, IN - Inv Related - Start Date: 12/01/2025 - 4 Hour(s)/Month - 4Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-25 |
Reach out to this advisor