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 |
|---|---|---|---|
| MI | RA | APPROVED | 2017-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Fifth Third Securities | Northville | MI | 11/2008 | 08/2017 |
| Lpl Financial Llc | Birmingham | MI | 08/2017 | Present |
| Bank Of Ann Arbor | Birmingham | MI | 08/2017 | Present |
1)8/21/17- BOAA Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-27 |
Reach out to this advisor