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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tempe | AZ | 04/2015 | 08/2023 |
| Bank Of America, N.A. | Tempe | AZ | 04/2015 | 08/2023 |
| Lpl Financial Llc | Phoenix | AZ | 08/2023 | Present |
| Bmo Bank/Bmo Investment Services | Phoenix | AZ | 08/2023 | Present |
1) 08/25/2023 - BMO Investment Services / Merit - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/25/2023 - Apadana LLC / Real Estate Rental / Owner / Investment Related/ Scottsdale, AZ - Start date 01/01/2023 - 2 Hrs per month 3) 02/12/2024 - Avart LLC - Other - Large canvas wall art - Not Investment Related - Home Based - Start Date 08/01/2021 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-29 |
Reach out to this advisor