Best Investors
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 04/2018 |
| Ameriprise Financial Services Inc | Shippenville | PA | 04/2018 | 10/2023 |
| Lpl Financial Llc | Shippenville | PA | 10/2023 | Present |
1) 09/2023 - Best Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 Hrs per month - 100% Time Spent 2) 09/2023 - WATERMARK WEALTH STRATEGIES LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 1 Hrs per month - 1% Time Spent 3) 08/2023 - Real Estate Rental / Owner - PA 16242 / Investment Related / 16242, PA / Start date 05/01/2020 - 1 Hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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