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 |
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2003 | 12/2021 |
| Cuna Mutual Group | Waverly | IA | 08/2003 | 12/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 05/2025 |
| Lpl Financial Llc | Lockport | NY | 05/2025 | Present |
1. 4/14/2025: Cornerstone Investment & Retirement Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trasding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-12 |
Reach out to this advisor