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 |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
119 Boone Ridge Dr Suite 403, Johnson City, TN 37615 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Johnson City | TN | 09/2009 | 01/2024 |
| Osaic Wealth, Inc. | Johnson City | TN | 01/2024 | 08/2024 |
| Lpl Financial | Johnson City | TN | 08/2024 | Present |
1) 2026-04-30 - David & Jennifer McCain - Real Estate Rental - Y - 5 - 0 - Hilton Head Island SC - 2026-04-16 - We are purchasing a condo and will rent it through short-term rentals. The rentals will be managed by a rental company. 2) 2025-04-22 - none - Real Estate Rental - Y - 1 - 0 - 2 Thunder Bay Dr - 2025-04-17 - 3) 2024-08-19 - Crossbridge Wealth Management - Non-Variable Insurance - Y - 5 - 1 - at reported business location(s) - 2024-08-13 - 4) 2024-08-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Crossbridge Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 40 - 5 - at reported business location(s) - 2024-07-31 - 5) 2024-08-19 - CWM Partners, GP - Real Estate Rental - Y - 4 - 0 - 119 Boone Ridge Drive, Suite 403, Johnson City, TN 37615 - 2024-07-31 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-17 |
Reach out to this advisor