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 |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-07 |
Branch Locations
6161 Perkins Rd Ste 1A, Baton Rouge, LA 70808-4119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Baton Rouge | LA | 04/2012 | 11/2021 |
| Altus Wealth Managment, Llc | Baton Rouge | LA | 04/2012 | 06/2025 |
| Lpl Financial Llc | Baton Rouge | LA | 11/2021 | 07/2025 |
| Lpl Financial | Baton Rouge | LA | 08/2025 | Present |
1) 10/20/2025 - SoloOps Solutions, LLC - Not Investment Related - Other - Operational Support - Home Based - Start Date:10/01/2025 - 60 Hrs/Mth - 30 Hrs During Trading. 2) 01/09/2026 - FPS Consulting Group LLC - Outside/W-2 Employment - Administrative Assistant - At Reported Business Location(s) - Not Investment Related - Start Date 01/02/2026 - 64 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-22 |
Reach out to this advisor