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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2019 | 06/2025 |
| Park National Bank | Columbus | OH | 08/2015 | 10/2016 |
| Huntington National Bank | Columbus | OH | 10/2016 | 11/2019 |
| Heartland Bank | Upper Arlington | OH | 09/2025 | Present |
| Lpl Financial Llc | Upper Arlington | OH | 09/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Heartland Planning Associates - Investment Related - At Reported Business Location(s) - Start date: 09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
Reach out to this advisor