Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-14 |
| VA | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED_RES | 2025-09-25 |
Branch Locations
4860 Cox Rd Ste 200 #216, Glen Allen, VA 23060 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Leesburg | VA | 09/2009 | 10/2016 |
| Suntrust Investment Services | Atlanta | GA | 10/2016 | 03/2023 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 10/2016 | 03/2023 |
| Oppenheimer & Co. Inc. | Vienna | VA | 05/2023 | 09/2025 |
| Lpl Financial Llc | Glen Allen | VA | 09/2025 | Present |
1. 09/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Corolla NC 27927 - OBA Start Date: 06/01/2001 2. 09/2025 - McGill Investments LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Leesburg VA 20176 - OBA Start Date: 01/01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-07 |
Reach out to this advisor