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 | 2026-08-06 |
| MI | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Traverse City | MI | 01/2000 | Present |
| Advanced Financial Group, Inc. | Traverse City | MI | 04/2002 | 10/2017 |
1. 4/18/2000 - ADVANCED FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/28/2002 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE. 3. 1/15/2019 - No Business Name - Investment Related - 8813 Alvina's Trail, Lake Ann, MI 49650 - Real Estate Rental - Started 04/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Renting lower portion of my home as tourist home to visitors to my local area on a short term basis such as nightly. Examples of this are Airbnb or Vacation Rental by Owner (VRBO).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
Reach out to this advisor