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_RES | 2025-01-09 |
| FL | RA | APPROVED | 2020-04-09 |
| NJ | RA | APPROVED | 2018-02-05 |
| IN | RA | APPROVED | 2013-06-17 |
Branch Locations
14074 Trade Center Dr Ste. 110, Fishers, IN 46038-4566 • United States
Cortez, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cortez | FL | 06/2013 | Present |
1. 1/27/2014: DUNLAP GILL WEALTH MANAGEMENT GROUP, INC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Time Spent 85%. 2. 12/12/2016: No Business Name - Investment Related - Services at customer site - Tax Prep/Accounting/CPA - Rebecca Gill CPA - Started 01/01/2017 - 20 Hours Per Month/10 Hours During Securities Trading. 3. 8/25/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Muncie, IN 47302 - Started 02/23/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Inherited when my Dad passed in 2020. Rented as a single family residence.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-28 |
Reach out to this advisor