Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment | Carthage | IN | 04/2013 | 06/2020 |
| H.D Advisory Services | Carthage | IN | 09/2013 | 06/2020 |
| Winters Cpa Group Llc | Carthage | IN | 01/2014 | Present |
| Clarkland Properties | Fishers | IN | 07/2007 | Present |
| Stratford Center Llc | Carmel | IN | 05/2006 | Present |
| Hd Vest Insurance Agency, Llc | Irving | TX | 01/2019 | 06/2020 |
| Lpl Financial, Llc | Greenfield | IN | 06/2020 | Present |
1) 1/2012 - Real Estate Rental - Investment Related - 13871 Naples Dr, Fishers, IN 46038 2) 9/2013 - Tax Prep/Accounting/CPA - Winters Financial Group - Investment Related - Greenfield, IN 46140 3) 6/2020 - DBA for LPL Business (entity for LPL business) - Winters Financial Group - Investment Related - Greenfield, IN 46140 4) 6/2020 - Business Entity For Tax/Investment Purposes Only - Winters Wealth Management LLC - Not Investment Related - Greenfield, IN 46140 5) 6/2007 - Real Estate Rental - Stratford Center LLC - Investment Related - Greenfield, IN 46140 6) 1/2000 - Business Entity For Tax/Investment Purposes Only - Clarkland Properties - Not Investment Related - Greenfield, IN 46140 7) 4/2019 - Business Entity For Tax/Investment Purposes Only - The Lion and the Tin Man LLC - Not Investment Related - Greenfield, IN 46140 8) 9/2013 - Business Entity For Tax/Investment Purposes Only - Winers CPA Group, LLC - Not Investment Related - Greenfield, IN 46140 9) 1/2000 - Real Estate Rental - Clarks Finer Food Inc - Investment Related - Greenfield, IN 46140 10) 3/30/2021 - The Lion and the Tin Man LLC - Investment Related - 1111 E Main Street, Greenfield IN 46140 - Real Estate Rental - Started 04/01/2019 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
Reach out to this advisor