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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-23 |
| IN | RA | APPROVED | 2009-11-30 |
| TX | RA | APPROVED | 2009-11-30 |
Branch Locations
835 N Burkhardt Road, Evansville, IN 47715 • United States
La Quinta, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onb Trust Company | Evansville | IN | 10/1995 | Present |
| Lpl Financial Llc | Evansville | IN | 11/2009 | Present |
1) 02/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - LPL Financial Advisor, Vice President - Started 01/02/2020 - 1 Hour Per Month During Securities Trading 2) 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
Reach out to this advisor