Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
611 W Highway 92, Winterset, IA 50273 • United States
2457 106Th St, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc. | Urbandale | IA | 01/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Ankeny | IA | 01/2010 | 07/2021 |
| Scott W Adams Llc | Ankeny | IA | 01/2018 | Present |
| Za Ga Zig Shrine | Altoona | IA | 12/2019 | Present |
| Lpl Financial, Llc | Winterset | IA | 07/2021 | Present |
1. 7/30/2021 - WRI Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/30/2021 - scott w. adams llc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/21/2017. 3. 7/30/2021 - ZA-GA-ZIG-SHRINE - Not Investment Related - 1100 shriners parkway altoona ia 50009 - Non-Profit Board Member - Started 2013 - Time Spent 1%. 4. 09/01/2023 - Movement Wealth Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 11/01/2021 - 40 Hours Per Month/ During Securities Trading 5. 09/01/2023 - Movement Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 40 Hours Per Month/ During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-07 |
Reach out to this advisor