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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-07 |
| AR | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Mountain Home | AR | 03/2026 | 05/2026 |
| Greatbanc Trust Company | Lisle | IL | 04/2015 | 03/2026 |
| Upstream Investment Partners | Mountain Home | AR | 05/2026 | Present |
| Lpl Financial | Mountain Home | AR | 05/2026 | Present |
1. 05/2026 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
Reach out to this advisor