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 | 2024-05-15 |
Branch Locations
305 Regency Pkwy, Ste 313, Mansfield, TX 76063 • United States
811 S. 14Th St., Midlothian, TX 76065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mansfield | TX | 09/2005 | 05/2024 |
| Avantax Advisory Services | Mansfield | TX | 03/2007 | 05/2024 |
| Karen S. Freeman Cpa Pllc | Mansfield | TX | 01/2007 | Present |
| Avantax Insurance Agency, Llc | Mansfield | TX | 01/2006 | 05/2024 |
| John Clark Ranch | Arlington | TX | 01/2012 | Present |
| Bksj Enterprises Llc | Mansfield | TX | 09/2007 | Present |
1- 05/2024 / Karen S Freeman CPA PLLC / Tax Prep/Accounting/CPA / Investment Related / 140 hrs mth / 8 hrs during trading / Start date: 01/01/2007 2- 05/2024 / John and Viola McClure Trust / Act in a Fiduciary Capacity / Investment Related / 1 hr mth / 4 hrs during trading / Start date: 11/02/2023 3- 05/2024 / BKSJ Enterprises LLC / Real Estate Rental / Investment Related / Cleburne, TX / 1 hr mth / 5 hrs during trading / Start date: 09/17/2007 4- 05/2024 / The Oaks at Hilltop Ranch HOA / Tax Prep/Accounting/CPA / Investment Related / 2 hrs mth / 2 hrs during trading / Start date: 09/17/2017 5- 05/2024 / Karen S Freeman CPA PLLC / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / 8 hrs duiring trading / At reported business location(s) 6- 05/2024 / John Clark Ranch Ltd. / Tax Prep/Accounting/CPA / Investment Related / 4 hrs mth / 4 hrs during trading / Start date: 01/01/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
Reach out to this advisor