Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
143 N. Kansas Street, Edwardsville, IL 62025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Chesterfield | MO | 04/2015 | 04/2022 |
| Td Ameritrade, Inc. | St. Louis | MO | 02/2018 | 04/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2022 |
| Schwab Wealth Advisory, Inc. | Fenton | MO | 04/2022 | 04/2024 |
| Charles Schwab & Co. Inc. | Fenton | MO | 04/2022 | 04/2024 |
| Lpl Financial Llc | Edwardsville | IL | 04/2024 | Present |
1. 04/08/2024; DKA Homes; Real Estate Rental; Investment Related; ; Start Date 04/03/2024; 5hrs/mth; hrs during trading 2. 04/08/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Scheffel Financial Services; Investment Related; at Reported Business Location(s); Start Date 04/03/2024; 160hrs/mth; 8hrs during trading 3. 04/08/2024; Real Estate Rental; Real Estate Rental; Investment Related; Fenton MO,63026; Start Date 04/03/2024; 1hrs/mth; hrs during trading 4. 05/22/2026; DA Diamond Homes LLC; Real Estate Rental; Investment Related; Fenton,MO; Start Date 05/20/2026; 5hrs/mth; 5hrs during trading 5. 06/09/2026 - micro1 - Outside/W-2 Employment - Not Investment Related - Palo Alto, CA - Start Date 09/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
| S66 | Uniform Combined State Law Examination | 2014-10-08 |
Reach out to this advisor