Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2007 | 11/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2008 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2023 |
| Unemployed | Sanger | TX | 11/2023 | 02/2024 |
| Lpl Financial | Roanoke | TX | 02/2024 | Present |
1) 02/02/2024 - Ascendus Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 0- Start: 02/07/2024 - 160 Hr/Mth 8 hrs during Trading 2) 09/19/2025- Task Rabbit- Outside/W-2 Employment- Not INV Related- At Various Location(s)- Start date 09/25/2025- 8 Hours Per Month- 1 Hour During Trading 3) 01/26/2026 - Pacific Rail Services - Outside/W-2 Employment - Driver - Not Investment Related - Haslet, TX - Start Date 01/27/2026 - 160 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-16 |
Reach out to this advisor