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 |
|---|---|---|---|
| MS | RA | APPROVED | 2023-01-18 |
| FL | RA | APPROVED | 2020-07-16 |
| TX | RA | APPROVED_RES | 2010-04-22 |
Branch Locations
79 Scenic Gulf Dr Suite B, Miramar Beach, FL 32550 • United States
Miramar Beach, FL • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Miramar Beach | FL | 04/2010 | Present |
1.01/22/2015; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Overlook Financial Group; Investment Related; at Reported Business Location(s); Start Date 01/21/2015; 200hrs/mth; 200hrs during trading 2.10/22/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hickman Woodruff Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/15/2020; 40hrs/mth; 40hrs during trading 3.08/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Woodruff Private Wealth; Investment Related; at Reported Business Location(s); Start Date 08/14/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-12 |
Reach out to this advisor