Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-28 |
| IN | RA | APPROVED | 2017-03-07 |
Branch Locations
Lilly Corporate Center Building 21/C Dc 2015, Indianapolis, IN 46285 • United States
225 S East St Ste 156, Indianapolis, IN 46202 • United States
1527 Kossuth St, Lafayette, IN 47905 • United States
1400 West Raymond Drop 4901, Indianapolis, IN 46285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Indianapolis | IN | 02/2017 | Present |
| Elements Wealth Management | Indianapolis | IN | 01/2017 | Present |
| The National Bank Of Indianapolis | Indianapolis | IN | 03/2010 | 01/2017 |
1. 2/14/2017 - Elements Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 8/12/2019 - Lane T. Dennis & Mary Ebeth Dennis Estate - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 12/29/2017 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
Reach out to this advisor