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_RES | 2026-05-21 |
| VA | RA | APPROVED | 2021-08-31 |
Branch Locations
158 Valley St Nw, Abingdon, VA 24210 • United States
612 Trent Street Ne, Norton, VA 24273 • United States
Bristol, VA • United States
618 Trent St Ne, Norton, VA 24273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2011 | 08/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2011 | 08/2021 |
| Lpl Financial, Llc | Abingdon | VA | 08/2021 | Present |
1. 8/31/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 1/1/2004 - Selling life insurance (permanent/term), LTC, disability, fixed annuities. 2. 8/31/2021 - Baker Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/1/2004.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-16 |
Reach out to this advisor