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 | 2024-10-24 |
| ID | RA | APPROVED | 2024-02-26 |
Branch Locations
444 Hospital Way Ste 520, Pocatello, ID 83201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Nelson | ID | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nelson | ID | 11/2016 | 05/2019 |
| Kms Financial Services, Inc. | Seattle | WA | 05/2019 | 11/2020 |
| Securities America, Inc. | Pocatello | ID | 11/2020 | 02/2024 |
| Arbor Point Advisors | Pocatello | ID | 11/2020 | 02/2024 |
| Lpl Financial | Pocatello | ID | 02/2024 | Present |
1- 02/2024 / Ward Wealth Management / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 100 hrs mth / 25 hrs during trading / Start Date: 01/01/2020 2- 02/2024 / Jesse Ward - Life Insurance / Non-Variable Insurance / Investment Related / 5 hrs mth / 5 hrs during trading / Start Date: 06/01/2019 3- 02/2024 / Center Street Partners / Real Estate Rental / Investment Related / 1.5 hrs mth / 0 hrs during trading / Start Date: 06/01/2021 4- 02/2024 / Omnis Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 100 hrs mth / All hrs during trading / Start Date: 02/06/2024 / At reported business location(s) 5-02/2024 / Omnis Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 100 hrs mth / All hrs during trading / Start Date: 02/22/2024 / At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-06 |
Reach out to this advisor