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 |
|---|---|---|---|
| DC | RA | APPROVED | 2023-10-31 |
| KY | RA | APPROVED | 2023-10-31 |
| MD | RA | APPROVED | 2023-10-31 |
| WI | RA | APPROVED | 2023-10-31 |
| FL | RA | APPROVED | 2022-10-12 |
| TX | RA | APPROVED_RES | 2018-04-16 |
| IA | RA | APPROVED | 2018-02-14 |
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
6542 Regency Ln Ste 205, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 09/2010 | 02/2018 |
| Lpl Financial Llc | Bloomington | MN | 02/2018 | Present |
1. 02/14/2018 - O'Donnell Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/20/2018 - 160 Hours Per Month/160 During Securities Trading. 2. 02/14/2018 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2008 - 5 Hours Per Month/5 During Securities Trading. 3. 07/16/2019 - OFG Real Estate - Investment related - Home based and at reported business location(s) - Mortgage/Real Estate Services - start date:07/09/2019 - 5 hrs/mo - 0 hrs during trading - Real estate agent in MN. 4) 03/10/2025 - O'Donnell Financial Group (OFG) - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/20/2018 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-17 |
Reach out to this advisor