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 |
|---|---|---|---|
| HI | RA | APPROVED | 2009-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Hilo | HI | 09/2009 | Present |
1. 09/30/2009 - NON-VARIABLE INSURANCE - SELLING FIXED LIFE AND HEALTH INSURANCE AND FIXED ANNUITIES. - TIME SPENT 3% - HILO, HI. 2. 9/28/2011 - REAL ESTATE RENTAL - 2 RENTAL UNITS, SINGLE FAMILY DWELLING. RENTERS ARE NOT CONNECTED TO THE SECURITIES OR FINANCIAL INDUSTRY. - TIME SPENT: 2% - HILO, HI. 3. 3/31/2014: DBA ONLY - ISLAND WEALTH MANAGEMENT, INC. - HILO, HI. 4. 03/04/2019 - InSource Inc - Investment related - Non-Variable Insurance - At reported business location(s) - Non-Variable Insurance - start date:03/11/2019 - 3 hrs/mo - 0 hours during trading - Selling fixed life and health insurance and fixed annuties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-05 |
Reach out to this advisor