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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
15060 Ventura Blvd Ste 200, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sherman Oaks | CA | 02/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Sherman Oaks | CA | 02/2014 | 07/2021 |
| Kurt Mac Millan, Cpa | Sherman Oaks | CA | 01/2009 | 07/2021 |
| Team Network | Van Nuys | CA | 10/2014 | 07/2021 |
| Tori L Samuel | Sherman Oaks | CA | 02/2020 | 07/2021 |
| Lpl Financial Llc | Sherman Oaks | CA | 07/2021 | Present |
1) 02/2020 - Cognitive Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR/MO / 15060 Ventura Blvd., Suite 200 Sherman Oaks, CA 91403 2) 01/2010 - Kurt MacMillan, CPA / Tax Prep/Accounting/CPA / Investment Related / 0HR/ MO / 4108 Knobhill Drive Sherman Oaks, CA 91403
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
Reach out to this advisor