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 |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-10 |
Branch Locations
2547 Washington Road, Ste 711, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 12/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 12/2020 | Present |
1)11/27/2020 - Tall Trees Capital - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2020 - 100 hr/mth 2)11/27/2020 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/1997 - 5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-08 |
Reach out to this advisor