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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Webster City | IA | 06/2026 | Present |
| Boone River Financial | Webster City | IA | 05/2026 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 05/2017 | 12/2017 |
| Unemployed | Fort Dodge | IA | 01/2018 | 02/2018 |
| Iowa State University | Ames | IA | 08/2014 | 12/2017 |
| Axa Advisors, Llc | New York | NY | 02/2018 | 10/2018 |
| Aerotek | Ames | IA | 10/2018 | 05/2026 |
| Osaic Wealth, Inc. | Webster City | IA | 02/2026 | 06/2026 |
1. 05/2026 - RE Capital, LLC - Business Owner - Investment related - Huxley IA 50124 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 03/01/2023 2. 05/2026 - Boone River Financial - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading. - OBA start date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
Reach out to this advisor