Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-26 |
| NC | RA | APPROVED | 2024-01-03 |
| FL | RA | APPROVED | 2022-10-27 |
Branch Locations
2500 N Military Trl Ste 472, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pence Financial Group | Boca Raton | FL | 12/2021 | 03/2022 |
| Roach Ag Marketing | Boca Raton | FL | 10/2021 | 11/2021 |
| Unemployeed | Delray Beach | FL | 05/2021 | 09/2021 |
| Florida Atlantic University | Boca Raton | FL | 08/2020 | 05/2021 |
| Thebritch, Inc. | Delray Beach | FL | 06/2019 | 02/2021 |
| Florida Center For Periodontics & Implants | Boca Raton | FL | 02/2019 | 06/2019 |
| Dental Care Of Boca Raton | Boca Raton | FL | 04/2013 | 02/2019 |
| Lpl Financial | Boca Raton | FL | 12/2021 | Present |
1. 4/2022 - DBA for LPL Business (entity for LPL business) - Pence Financial Group - Investment Related - At Reported Business Location(s) 2. 10/03/2023 - Other - Public Notary - Investment Related - At Reported Business Location(s) - Start Date 10/04/2023 - 1 Hour Per Month/ 0 Hours During Trading 3. 02/29/2024 - American Equity Investment Life Insurance Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/30/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-25 |
Reach out to this advisor