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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Lodi | CA | 09/2015 | 08/2018 |
| Lpl Financial Llc | Lodi | CA | 08/2018 | Present |
1)08/23/2018 - DBA for LPL Business (entity for LPL business) - Levy, Daniel and McGee Wealth Management - 100% - INVESTMENT RELATED - LODI, CA 95242 2) 8/28/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Start Date:08/18/2015 - 4 Hours Per Month/0 Hours During Trading. 3) 3/23/2021 - 4th Gen Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2021 - 180 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
Reach out to this advisor