Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-08-11 |
Branch Locations
555 Skokie Blvd Ste 500, Northbrook, IL 60062-2845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Northbrook | IL | 12/2014 | Present |
| Level Four Advisory Services | Northbrook | IL | 12/2014 | 07/2021 |
1. 12/1/2014: Martin I. Friedman, CPA - Investment Related - 1901 Central Avenue - Tax Prep/Accounting/CPA - Started 02/01/1971 - Time Spent 5% - Prepare federal and state income tax returns. 2. 12/1/2014: Friedman Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/2014 - Time Spent 50%. 3. 9/21/2021 - Friedman Financial Strategies - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Broker - Started 01/04/1993 - 20 Hours Per Month/10 Hours During Securities Trading. 4. 10/5/2021 - Martin I. Friedman, CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 02/01/1971 - 10 Hours Per Month/5 Hours During Securities Trading - Prepare federal and state income tax returns, accounting services, consulting services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
Reach out to this advisor