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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-18 |
| IL | RA | APPROVED | 2012-09-07 |
Branch Locations
2101 Eastland Dr. Suite A2, Bloomington, IL 61704 • 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 | Bloomington | IL | 09/2012 | Present |
1. 5/14/2014 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 3%. 2. 1/24/2018 - Fibonacci Wealth Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 40 Hours Per Month During Securities Trading. 3. 6/23/2020 - Medicare Back Office-Insurance thru Insuractive - Investment Related - At Reported Business Location(s) - Other-Medicare Back Office - Start Date: 5/20/2020 - 15 Hours Per Month/1 Hour During Securities Trading - Referral of clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-01 |
Reach out to this advisor