Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-14 |
| LA | RA | APPROVED | 2011-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Monroe | LA | 11/2011 | Present |
| Lewis And Miller, Llc | Monroe | LA | 06/2015 | Present |
(1) 06/15/2015 - LEWIS - MILLER - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) - START 06/12/2015 - 160 HRS/MO DURING SECS TRDG HRS (2) 06/19/2015 - LEWIS AND MILLER, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) - START 06/02/2015 - 8 HRS/MO DURING SECS TRDG HRS (3) 11/9/2018 - The Plus Group Texas/PGT - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:11/02/2018 - 5 Hours Per Month/5 Hours During Trading. (4) 6/10/2019 - Lewis Miller Personal Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2019 - 160 Hours Per Month During Securities Trading. (5) 02/20/2026 - Lewis Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/10/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
Reach out to this advisor