Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Goodrich | MI | 01/1999 | Present |
1. INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING TERM LIFE AND LONG TERM CARE INSURANCE WITH PENN MUTUAL / GOODRICH, MI / APPROVED DECEMBER 19, 2003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-15 |
Reach out to this advisor