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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Fifth Third Securities | Dayton | OH | 10/2010 | 11/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2023 | 05/2025 |
| Wright-Patt Credit Union | Beavercreek | OH | 11/2023 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1. 05/15/2025- WPCU Retirement Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Daniel B Wilson and Ann J Wilson- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 08/31/2020- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-19 |
Reach out to this advisor