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 | 2024-04-03 |
| OK | RA | APPROVED | 2023-08-15 |
Branch Locations
1821 Se Washington Blvd, Bartlesville, OK 74006 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tulsa | OK | 03/2023 | Present |
| Hood & Associates, Cpa's | Tulsa | OK | 07/2021 | Present |
| Journey Fulfillment Inc. | Bixby | OK | 12/2012 | 07/2021 |
1) 3/2023 - HOOD & ASSOCIATES CPAS PC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month / 100 Time spent percent / 40 Hours during trading / at reported location(s). 2) 3/2023 - Jordan DuVall-NVI / Non-Variable Insurance / Investment Related / 160 Hours per month / 100 Time spent percent / 40 Hours during trading / Bartlesville, OK 74006 3) 3/2023 - Hood Financial Group, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month / 100 Time spent percent / 40 Hours during trading / Bartlesville, OK 74006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-08 |
Reach out to this advisor