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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2022 | 12/2024 |
| Us Tech Solutions, Inc | Jersey City | NJ | 07/2022 | 12/2024 |
| Discover Financial Services | Salt Lake City | UT | 07/2019 | 05/2022 |
| Mo Bettah'S | West Valley | UT | 05/2017 | 05/2018 |
| Harland Clarke | Salt Lake City | UT | 06/2018 | 07/2019 |
| Cafe Zupas | West Valley | UT | 12/2016 | 04/2017 |
| Tucanos | Salt Lake City | UT | 06/2016 | 09/2016 |
| Amazon Flex | Salt Lake City | UT | 05/2022 | 12/2024 |
| Granger High School | West Valley | UT | 08/2014 | 05/2018 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 03/2020 |
| Cuso Financial Services, Lp | Sandiego | CA | 12/2024 | 05/2025 |
| Wright-Patt Credit Union | Beavercreek | OH | 12/2024 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1 - 05/2025 - WPCU Retirement Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
Reach out to this advisor