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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-21 |
Branch Locations
4520 Mint Hill Village Lane Suite 105, Mint Hill, NC 28227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Cleveland | OH | 02/2023 | 11/2024 |
| The Huntington National Bank | Cleveland | OH | 04/2018 | 02/2023 |
| Keybank | Cleveland | OH | 08/2016 | 04/2018 |
| Dimensional Fund Advisors | Charlotte | NC | 11/2024 | 08/2026 |
| Lpl Financial Llc | Mint Hill | NC | 08/2026 | Present |
1. 08/2026 - Nine Lives Mobile Automotive Service - Business Owner - Inv Related – 8 Hour(s)/Month – 0 Hour(s) During Trading – Charlotte, NC, 28227 – OBA Start Date: 01/01/2026 2. 08/2026 - Carolina Retirement Solutions. Inc. - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/21/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-18 |
Reach out to this advisor