Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-26 |
| WA | RA | APPROVED | 2002-03-20 |
Branch Locations
1604 Hewitt Ave Suite 704, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco Private Ledger) | Everett | WA | 01/2002 | Present |
1. 1/10/2005 - SEAN BAILEY - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 7/15/2008 - OTHER-INSTRUCTOR - EVERETT COMMUNITY COLLEGE - INSTRUCTOR FOR COMMUNITY EDUCATION WITH EVERETT COMMUNITY COLLEGE. - TIME SPENT 1% - EVERETT, WA. 3. 3/1/2012 -BAILEY WEALTH MANAGEMENT, INC, P.S. - Business Entity For Tax/Investment Purposes Only - Investment Related - EVERETT, WA 4. 8/8/2012 - BAILEY WEALTH SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 5. 3/15/2021 - LTCi Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/11/2021 - 1 Hour Per Month During Securities Trading. 6. 09/22/2021 - MassMutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Registered Rep - Start Date: 08/11/2021 - 5 Hours Per Month/3 Hours During Securities Trading. 7. 10/27/2022 - LTCi Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/25/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 04/16/2026 - American National Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/08/2026 - 1 Hour Per Month/During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
Reach out to this advisor