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 |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-04 |
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
3300 Fernbrook Ln N Ste 130, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overson Financial Services | Plymouth | MN | 01/1977 | Present |
| Sii Investments, Inc. | Edina | MN | 12/1996 | 02/2018 |
| Lpl Financial Llc | Plymouth | MN | 02/2018 | Present |
1. 02/14/2018 - Overson Financial Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - LICENSED INSURANCE AGENT - Annuities, Life Insurance. 2. 5/30/2018 - Overson Financial Inc - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date: 01/15/2018 - 210 Hours Per Month/32 Hours During Securities Trading. 3. 12/12/2019 - Overson Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2018 - 540 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-02 |
Reach out to this advisor