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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
Branch Locations
1530 Elk Creek Dr, Idaho Falls, ID 83404-8322 • 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 |
|---|---|---|---|---|
| Us Bancorp Investments, Inc | Idaho Falls | ID | 03/2012 | 10/2016 |
| Waddell & Reed, Inc | Idaho Falls | ID | 10/2016 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Idaho Falls | ID | 10/2016 | Present |
| Lpl Financial Llc | Idaho Falls | ID | 07/2021 | Present |
1. 08/09/2021 - Teton Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-12 |
Reach out to this advisor