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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
2735 Dublin Blvd, Colorado Springs, CO 80918 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | New York | NY | 10/2007 | 09/2016 |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 09/2016 |
| Thornburg Investment Management Inc | Santa Fe | NM | 12/2017 | 02/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2019 | 02/2021 |
| University Federal Credit Union | Austin | TX | 06/2019 | 02/2021 |
| Unemployed | Austin | TX | 02/2019 | 06/2019 |
| Kestra Investment Services, Llc | Cedar Park | TX | 02/2021 | 09/2022 |
| Kestra Advisory Services, Llc | Cedar Park | TX | 02/2021 | 09/2022 |
| Wag | New York | NY | 11/2016 | 11/2017 |
| Lpl Financial Llc | Cedar Park | TX | 09/2022 | 01/2023 |
| Raymond James & Associates, Inc. | New York | NY | 01/2023 | 03/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | 05/2025 |
| Lpl Financial Llc | Plano | TX | 05/2025 | Present |
| Blue Federal Credit Union | Plano | TX | 11/2025 | Present |
1) 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name InTouch Investment and Retirement Services - Investment Related - At Reported Business Location(s) - Start Date: 16-MAY-25 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 11/03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investments at Blue - Investment Related - At Reported Business Location(s) - Start Date 11/3/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
Reach out to this advisor