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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-16 |
| LA | RA | APPROVED | 2022-03-02 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
325 Settlers Trace Blvd, Suite 101, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 12/2014 | 02/2018 |
| Wells Fargo Clearing Services Llc | The Woodlands | TX | 03/2018 | 03/2022 |
| Lpl Financial, Llc | Lafayette | LA | 03/2022 | Present |
1- 03/2022 / DBA for LPL Business (entity for LPL business) / Cornerstone Financial Group / Investment Related / Lafayette, LA 2- 06/02/2023 - PWM Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/03/2003 - 10 Hours Per Month/ 0 Hours During Securities Trading 3) 04/30/2025 - CWM Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - 0 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-05 |
Reach out to this advisor