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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
6960 Tylersville Road, Mason, OH 45040 • United States
10501 Loveland-Madeira Road, Loveland, OH 45140 • United States
800 Eastgate South Dr, Cincinnati, OH 45245 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2014 | 05/2025 |
| Lpl Financial Llc | Loveland | OH | 05/2025 | Present |
1- 05/15/2025 - GECU Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
Reach out to this advisor