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 | 2021-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Columbus | TX | 03/2010 | 10/2017 |
| Royal Alliance | Bastrop | TX | 10/2017 | 12/2021 |
| Lpl Financial | Bastrop | TX | 12/2021 | Present |
1)12/10/2021 - Synergy - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2004 2)12/10/2021 - Synergy Pro - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2004 3)12/10/2021 - Synergy Insurance and Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2004 4)12/10/2021- Outside Fixed Insurance - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 2004 5)12/10/2021 - Real Estate Rental - Sole Proprietorship - Inv Rel - Columbus, TX - Start: 04/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-15 |
Reach out to this advisor