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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mont. Co. Dept. Of Recreation | Silver Spring | MD | 10/1975 | Present |
| H. Beck, Inc. | Rockville | MD | 01/1995 | 03/2021 |
| Charles C Maxwell | Largo | FL | 06/2004 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Largo | FL | 05/2025 | Present |
1. 05/2025-Legacy Financial Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/28/2021- 160 Hours Per Month- 140 Hours During Trading 2. 05/2025-Charles C Maxwell- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/27/1995- 8 Hours Per Month- 2 Hours During Trading 3. 05/2025- Wise Retirement Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/28/2021- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-30 |
Reach out to this advisor