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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED_RES | 2021-10-01 |
Branch Locations
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
900 Ritchie Hwy Ste 201, Severna Park, MD 21146 • United States
900 Ritchie Hwy Ste 201, Severna Park, MD 21146 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 06/2009 | 09/2021 |
| Lpl Financial | Severna Park | MD | 09/2021 | Present |
1) 7/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - Investment Related - Severna Park, MD 21146 2) 7/2021 - Non-Variable Insurance - BOOK OF BROKERS - Investment Related - Severna Park, MD 21146 3) 9/2009 - Real Estate Rental - Kenneth Weeks - Investment Related - 1% - 2115 Essex St Baltimore, MD 21231
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
Reach out to this advisor