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 | 2022-07-25 |
| VA | RA | APPROVED | 2022-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Co | Springfield | MA | 01/1996 | 07/2022 |
| Mml Investors Services, Inc. | Virginia Beach | VA | 01/1996 | 07/2022 |
| #Ia Mml Investors Services, Inc. | Virginia Beach | VA | 01/1996 | 07/2022 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2022 | Present |
1) 7/2022- Oakes, Jones, and Ingram Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA 2) 7/2022- Non-Variable Insurance- Agent selling life- inv. related- Virginia Beach, VA- start date 6/2022- 10hrs/mth 3)7/2022- Oakes, Jones, & Ingram Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA 4)7/2022- OJI Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA 5) 7/2022- Oakes, Jones, Ingram Financial -DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
Reach out to this advisor