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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| KS | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Atchison | KS | 08/2022 | 03/2026 |
| Bendena State Bank | Bendena | KS | 06/2011 | 01/2017 |
| Grain Belt Insurance | Troy | KS | 01/2017 | 08/2022 |
| Lpl Financial Llc | Atchison | KS | 03/2026 | Present |
1. 03/2026 - Benjamin J. Gilmore - Author - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Highland, KS 66035 - OBA Start Date: 08/18/2023 2. 03/2026 - Benjamin J. Gilmore - Author - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Highland, KS 66035 - OBA Start Date: 08/18/2023 3. 03/2026 - Caudle Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) OBA Start Date: 03/10/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
Reach out to this advisor