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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tyler | TX | 11/2015 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2015 | 02/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 11/2019 | Present |
| J & T Rentals (Self-Employeed) | Tyler | TX | 03/2019 | Present |
| Lpl Financial Llc | Tyler | TX | 05/2022 | Present |
1. 05-18-2022-Kelly Community Retirement & Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-31 |
Reach out to this advisor