Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-19 |
Branch Locations
191 East Lake Street, Bloomingdale, IL 60108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | 8400 Dempster Street | IL | 08/2014 | 10/2017 |
| Bmo Harris Bank | 850 W Army Trail Rd | IL | 01/2018 | 11/2019 |
| Bmo Bank Na | Addison | IL | 11/2019 | Present |
| Lpl Financial Llc | Bloomingdale | IL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - BLOOMINGDALE, IL 2) 03/24/2021 - Financial Institution Duty - BMO Bank NA - BLOOMINGDALE, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
Reach out to this advisor