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 | 2019-01-24 |
| IL | RA | APPROVED | 2018-09-27 |
Branch Locations
1938 E Lincoln Hwy Ste 108, New Lenox, IL 60451 • United States
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 |
|---|---|---|---|---|
| Self Employed | New Lenox | IL | 10/1996 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 09/2018 |
| Lpl Financial, Llc | New Lenox | IL | 09/2018 | Present |
1) 9/27/2018 - TAX PREP/ACCOUNTING/CPA - FINANCIAL SERVICENTER CORP - NEW LENOX, IL 2) 9/27/2018 - DBA FOR LPL BUSINESS - FINANCIAL SERVICENTER COPRORATION - NEW LENOX, IL 3) 03/21/2022 - Financial ServiCenter - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Tax Preparation - Start Date - 07/01/2021 - 50 Hours Per Month/5 Hours During Securities Trading 4) 08/03/2023 - ERIC M. O'NEILL CORPORATION/HAWKEYE FINANCIAL PLANNING - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date 01/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 5) 10/03/2023 - Fixed Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2018 - 2 Hours Per Month/ During Trading 6) 01/23/2026 - Financial Service Center of Delaware, LLC D/B/A Financial ServiCenter - Tax Prep/Accounting/CPA - Tax Prep - Investment Related - At Reported Business locaition(s) - Start Date 10/01/1996 - 40 hours per month/ 10 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-15 |
Reach out to this advisor