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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-06 |
Branch Locations
1111 W 22Nd St; Ste 245, Oak Brook, IL 60523 • 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 |
|---|---|---|---|---|
| Morningstar | Chicago | IL | 08/2021 | 01/2022 |
| Lpl Financial Llc | Oak Brook | IL | 05/2025 | Present |
| Northern Trust | Chicago | IL | 05/2015 | 07/2021 |
| Northern Trust Securities, Inc. | Chicago | IL | 02/2022 | 05/2025 |
| Northern Trust Bank | Chicago | IL | 01/2022 | 05/2025 |
1. 04/30/2025- TriWealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-04 |
Reach out to this advisor