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 |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lisle | IL | 02/1985 | 07/2021 |
| Various Insurance Carriers | Bolingbrook | IL | 10/1985 | 07/2021 |
| Emrj, Llc | Lisle | IL | 04/2020 | 07/2021 |
| Lpl Financial Llc | Lisle | IL | 07/2021 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Lisle, IL 60532
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-25 |
Reach out to this advisor