Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Hill Water Park | Kaysville | UT | 03/2019 | 10/2019 |
| The Grit | Lindon | UT | 05/2023 | 08/2023 |
| Lagoon Corporation | Farmington | UT | 03/2016 | 11/2016 |
| Cherry Hill Water Park | Kaysville | UT | 03/2018 | 10/2018 |
| Cost Plus: World Market | Farmington | UT | 11/2019 | 03/2020 |
| Unemployed | Bellevue | WA | 07/2020 | 10/2022 |
| Unemployed | Farmington | UT | 11/2017 | 03/2018 |
| Deseret First Credit Union | Spanish Fork | UT | 02/2024 | 01/2025 |
| Lagoon Corporation | Farmington | UT | 03/2017 | 11/2017 |
| Unemployed | Farmington | UT | 10/2018 | 03/2019 |
| Unemployed | Farmington | UT | 11/2016 | 03/2017 |
| Cherry Hill Water Park | Kaysville | UT | 03/2020 | 07/2020 |
| Fidelity Investments | Salt Lake City | UT | 02/2025 | 06/2026 |
| Cafe Zupas | Farmington | UT | 08/2019 | 11/2019 |
| Unemployed | Orem | UT | 08/2023 | 02/2024 |
| Mountain America Credit Union | Hurricane | UT | 10/2022 | 05/2023 |
| Lpl Financial Llc | Austin | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-19 |
Reach out to this advisor