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 | 2021-08-03 |
| FL | RA | APPROVED | 2020-10-23 |
| TX | RA | APPROVED | 2015-02-13 |
| VT | RA | APPROVED | 2007-01-22 |
Branch Locations
1233 Shelburne Rd., Ste 202, South Burlington, VT 05403-7700 • United States
152 Tom Miller Road, Plattsburgh, NY 12901 • United States
Port St Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heidi G. Clute (Self Emp.) | Plattsburgh | NY | 06/1980 | Present |
| Lpl Financial, Llc | Plattsburgh | NY | 04/1998 | Present |
| Clute Wealth Management, Llc | Plattsburgh | NY | 07/1998 | Present |
1. 04/27/1998 - NO BUSINESS NAME - Business Owner - NOT INV REL - AT REPORTED BUSINESS LOCATION - ADIRONDACK STAINED GLASS. 2. 03/10/2016 - Lake Champlain Ventures, LLC - Real Estate Rental - INV REL - Plattsburgh, NY 12901 - START 09/23/2013 - 1 HR PER MONTH. 3. 11/27/2023: No business name; At reported business location(s); Non-Variable Insurance; Inv. related; start date 7/27/2023; 1hr/mo. during trading. 4. 01/11/2024 - Clute Wealth Management, LLC - DBA for LPL Business (entity for LPL business) -Investment Related - At Reported Business Location(s) - Start Date 07/01/88 - 170 Hours per Month/6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-01 |
Reach out to this advisor