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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 04/2013 | Present |
| Cuna Brokerage Services | Waverly | IA | 04/2013 | Present |
| Lpl Financial Llc | Bay Shore | NY | 05/2022 | Present |
1. 05-18-2022-Teachers Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-01 |
Reach out to this advisor