Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED_RES | 2016-07-14 |
| IL | RA | APPROVED | 2002-05-03 |
Branch Locations
510 Park Crest Drive, Freeport, IL 61032 • United States
3963 N. Perryville Rd, Rockford, IL 61114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Freeport | IL | 01/2002 | Present |
| Greenstate Credit Union | Freeport | IL | 08/2022 | Present |
1. 10/29/2015 - No Business Name - Investment Related - Second drive way on the west side on Old River rd, North of Roscoe Rd. 61072 - Other- Farm - Hobby Farmer - Started 04/15/2013 - 2 Hours Per Month/0 Hours During Securities Trading - Farming. 2. 12/12/2019 - Advisorsexcel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/16/2019 - 4 Hours Per Month/1 Hour During Securities Trading - Fixed life and fixed annuity business. 3. 07/28/2022 - GreenState Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 4. 10/17/2022 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Notary - Notary - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading - Notary public. 5. 11/14/2022 - GreenState Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - outside contractor - Start Date - 08/01/2022 - 120 Hours Per Month/40 Hours During Securities Trading 6. 11/14/2022 - Financial Resources Group - Not Investment Related - At Reported Business Location(s) - Other-Limited Purpose Broker Dealer - Employee - Start Date - 08/01/2022 - 10 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-06 |
Reach out to this advisor