Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lansing Insurance Agency | Chillicothe | OH | 09/2006 | Present |
| Adam Halm Investment Services, Llc | Chillicothe | OH | 09/2013 | Present |
| Adam Halm Tax Service | Chillicothe | OH | 09/2013 | Present |
| Voya Financial Advisors | Chillicothe | OH | 09/2014 | 08/2020 |
| Lpl Financial Llc | Chillicothe | OH | 09/2020 | Present |
1. 9/11/2020 - Lansing Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/01/2006 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 20% - Selling Home, Umbrella, Farm, Commercial/Business Insurance, Health Insurance, Life Insurance. 2. 9/11/2020 - Adam Halm Investment Services LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 01/01/2004 - 100 Hours Per Month/0 Hours During Securities Trading - Time Spent 4% - Tax prep business. 3. 6/14/2021 - Halm Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/02/2021 - 160 Hours Per Month During Securities Trading. 4. 7/8/2021 - Adam Halm Investment Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 5/11/2007 - 360 Hours Per Month/6 Hours During Securities Trading - Time Spent: 75%. 5. 01/29/2024 - Layla and Lily Holdings LLC - Real Estate Rental - Owner - Investment Related - Frankfort, OH - Start Date 01/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-16 |
Reach out to this advisor