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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
7633 East 63Rd Place Suite 530, Tulsa, OK 74133 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7633 East 63Rd Place, Suite 530, , Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 08/2016 | 06/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 06/2026 |
| Lpl Financial Llc | Tulsa | OK | 06/2026 | Present |
1. 06/2026 - Ascendus Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
Reach out to this advisor