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 | 2016-01-20 |
| IA | RA | APPROVED | 2015-11-11 |
Branch Locations
2700 Westown Pkwy Ste 405, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | West Des Moines | IA | 11/2015 | Present |
1. 06/27/2016: Trerotola Wealth Management inc - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - Start 06/01/2016 - 240 Hr/Mo; 8 Hours During Securities Trading 2. 08/03/2016: Trerotola Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Started 06/27/2016 - 160 Hr/Mo; 160 Hours During Securities Trading. 3. 2/27/2020 - Trerotola Properties LLC - Investment Related - 2804 Cottage Grove Avenue, Des Moines Iowa 50311 - Real Estate Rental - Started 04/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Purchased a triplex.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-30 |
Reach out to this advisor