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 |
|---|---|---|---|
| ID | RA | APPROVED | 2022-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bellevue | WA | 02/2010 | 06/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2022 |
| Lpl Financial Llc | Lewiston | ID | 06/2022 | Present |
| Potlatch No 1 Financial Credit Union | Lewiston | ID | 06/2022 | Present |
1) 6/2022- P1FCU Investment Services- DBA for LPL Business (entity for LPL business) -inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-10 |
Reach out to this advisor