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_RES | 2025-05-23 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
3237 Virginia Beach Blvd, Virginia Beach, VA 23452 • United States
5288 Providence Rd, Virginia Beach, VA 23464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chesapeake | VA | 01/2013 | 03/2018 |
| Raymond James Financial Services Advisors Inc. | Chesapeake | VA | 01/2013 | 03/2018 |
| Towne Investment Group | Chesapeake | VA | 01/2013 | 03/2018 |
| Towne Bank | Chesapeake | VA | 08/2014 | 06/2017 |
| Carmax | Virginia Beach | VA | 08/2017 | 04/2018 |
| Oppenheimer & Co Inc | Virginia Beach | VA | 03/2018 | 08/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2019 | 05/2025 |
| Abnb Financial Credit Union | Virginia Beach | VA | 09/2019 | Present |
| Lpl Financial Llc | Virginia Beach | VA | 05/2025 | Present |
1. 4/17/2025: ABNB Financial; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-18 |
Reach out to this advisor