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 |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cozad | NE | 08/2022 | Present |
| West Gate Bank | Lincoln | NE | 10/2021 | 03/2023 |
| Sigma Alpha Epsilon | Lincoln | NE | 11/2020 | 11/2021 |
| University Of Nebraska Lincoln | Lincoln | NE | 08/2019 | 05/2023 |
| City Of Cozad Street Department | Cozad | NE | 05/2019 | 08/2019 |
| Cozad High School | Cozad | NE | 08/2015 | 05/2019 |
| Waypoint Financial | Cozad | NE | 08/2022 | Present |
1) 5/2023 - WAYPOINT BANK / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 07/18/2024 - Waypoint Financial - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/03/2024 - 127 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
Reach out to this advisor