Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
15851 Dallas Pkwy, Ste 400, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Dallas | TX | 02/2012 | 11/2018 |
| Royal Alliance Associates, Inc. | Dallas | TX | 11/2018 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | 09/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 09/2025 |
| Lpl Financial | Addison | TX | 09/2025 | Present |
1. 08/2025 - Sandene Startegies, LLC - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start date: 09/01/2025 2. 08/2025 - Principal Life Insurance Group Benefits - Non-Variable Insurance - Investment related - 0.1 Hrs/Mth - 01 Hrs During Trading - Addison, TX 75001 - OBA start date: 12/08/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
Reach out to this advisor