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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
1401 South Florida Avenue, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Co | Lakeland | FL | 10/2014 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/23/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date: 03/23/2017 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1%. 2. 9/23/2019 - Charles Smith Trimming Inc - Not Investment Related - Home Based - Business Owner - Start Date: 01/01/2007 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Interior home remodeling - bookkeeping (quickbooks). 3. 3/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 37 Hour Per Month/22 Hours During Securities Trading. 4. 3/18/2022 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 148Hour Per Month/110 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
Reach out to this advisor