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 | 2019-04-26 |
| TX | RA | APPROVED_RES | 2019-04-25 |
Branch Locations
10505 N 69Th St Ste 500, Scottsdale, AZ 85253 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Scottsdale | AZ | 07/2006 | 04/2019 |
| Lpl Financial Llc | Scottsdale | AZ | 04/2019 | Present |
04/2019 - DBA for LPL Business (entity for LPL business) - MCM Wealth Management - 100% - INVESTMENT RELATED - SCOTTSDALE, AZ 85253
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-12 |
Reach out to this advisor