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 |
|---|---|---|---|
| MT | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
Branch Locations
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Great Falls | MT | 02/2007 | 12/2016 |
| Embark Credit Union | Great Falls | MT | 08/2016 | 06/2017 |
| Joshua Granger | Great Falls | MT | 02/2017 | Present |
| Waddell & Reed, Inc. | Great Falls | MT | 02/2017 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls | MT | 02/2017 | 07/2021 |
| Robert Smith | Great Falls | MT | 07/2017 | Present |
| Michael Mccord | Great Falls | MT | 07/2017 | Present |
| Fitzgerald Transportation | Jordan | MT | 11/2017 | Present |
| Front Range Group, Llc | Great Falls | MT | 01/2018 | Present |
| Jonathan Lowry | Great Falls | MT | 10/2018 | Present |
| Lpl Financial, Llc | Great Falls | MT | 07/2021 | Present |
1. 8/13/2021 - FitzGerald Transportation - Not Investment Related - PO Box 64, Jordan, MT 59337 - Outside/W-2 Employment - Started 11/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Part time book keeping and maintenance for family business. 2. 8/24/2021 - Front Range Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2017 - 128 Hours Per Month/80 Hours During Securities Trading. 3. 12/29/2023 - Great Falls Blazers - Non-Investment Related - Great Falls, MT - Youth Basketball Coach - Started: 12/12/2023 - 30 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-18 |
Reach out to this advisor