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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
19500 Bulverde Road, San Antonio, TX 78259 • United States
22151 Bulverde Road, San Antonio, TX 78259 • United States
11988 Alamo Ranch Parkway, San Antonio, TX 78253 • United States
857 Cibolo Valley Dr, Ste 280, Cibolo, TX 78108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Vilseck | 12/2015 | 10/2016 | |
| First Command Financial Planning, Inc | Fort Worth | TX | 10/2016 | 04/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | 07/2020 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2017 | 07/2020 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2017 | 07/2020 |
| Enterprise Holdings | Olympia | WA | 07/2020 | 10/2020 |
| Keybank | Tumwater | WA | 10/2020 | 01/2022 |
| Key Investment Services | Tumwater | WA | 12/2020 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 09/2022 | 10/2023 |
| John L. Scott Real Estate - Lacey Talent Group | Lacey | WA | 12/2021 | 09/2022 |
| Bank Of America, N.A. | Tacoma | WA | 09/2022 | 10/2023 |
| Navy Federal Investment Services, Llc | Lacey | WA | 10/2023 | 10/2025 |
| Navy Federal Financial Group, Llc | Lacey | WA | 10/2023 | 10/2025 |
| Navy Federal Financial Group, Llc | Killeen | TX | 10/2025 | 04/2026 |
| Navy Federal Investment Services, Llc | Killeen | TX | 10/2025 | 04/2026 |
| Penfed Cu | San Antonio | TX | 05/2026 | Present |
| Lpl Financial Llc | San Antonio | TX | 05/2026 | Present |
1. 4/2026 - Joint Personal - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Olympia WA 98506 - OBA Start date: 09/01/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name PenFed Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
Reach out to this advisor