Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salesforce | 415 Mission Street | CA | 05/2020 | Present |
| Blackbaud | 2000 Daniel Island Drive | SC | 09/2013 | 05/2020 |
| Lpl Financial | Charleston | SC | 03/2026 | Present |
| Lighthouse Wealth Advisors Of Charleston | Charleston | SC | 03/2026 | Present |
1. 03/2026 - Lighthouse Wealth Advisors of Charleston - DBA for LPL Business (entity for LPL business) - Inv Related - 30 Hour(s)/Month - 30 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 3/17/2026 2. 03/2026 - Salesforce - Outside/W-2 Employment - Not Inv Related - 140 Hour(s)/Month - 0 Hour(s) During Trading - San Francisco CA 94105 - OBA Start Date: 05/04/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
Reach out to this advisor