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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-17 |
| KY | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank National Association | Louisville | KY | 08/2019 | 03/2024 |
| Landry'S Entertainment Group | Louisville | KY | 07/2017 | 08/2019 |
| Eddie Merlot'S Prime Aged Beef And Seafood | Louisville | KY | 01/2017 | 07/2017 |
| Ups | Louisville | KY | 10/2016 | 01/2017 |
| University Of Louisville | Louisville | KY | 08/2013 | 05/2017 |
| Indiana University- Southeast | New Albany | IN | 08/2017 | 08/2019 |
| Fifth Third Securities | Louisville | KY | 08/2020 | 03/2024 |
| Foundations Investment Advisors, Llc | Louisville | KY | 03/2024 | 12/2024 |
| Truist Investment Services, Inc | Louisville | KY | 12/2024 | 06/2026 |
| Truist Advisory Services, Inc | Louisville | KY | 12/2024 | 06/2026 |
| Commonwealth Credit Union | Louisville | KY | 07/2026 | Present |
| Lpl Financial Llc | Louisville | KY | 07/2026 | Present |
1. 7/2026 - Porchlight Provisions by Serenity Studios - Business Owner - Not INV REL - 2 Hour(s)/Month – 0 Hour(s) During Trading - Corydon IN 47112 - OBA Start date: 06/01/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CCU Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 07/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-03 |
Reach out to this advisor