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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-03 |
Branch Locations
6385 Corporate Drive #205, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 01/2018 | 06/2019 |
| Checkmatesusa | Colorado Springs | CO | 09/2006 | Present |
| Launch High School | Colorado Springs | CO | 07/2017 | 09/2017 |
| Bank Of America, N.A. | Colorado Springs | CO | 01/2018 | 06/2019 |
| Securian Financial Services | St. Paul | MN | 10/2019 | 06/2022 |
| Minnesota Life Insurance Company | St. Paul | MN | 10/2019 | 06/2022 |
| Strategic Financial Partners | Colorado Springs | CO | 10/2019 | 06/2022 |
| After School Yoga | Colorado Springs | CO | 06/2015 | 01/2021 |
| Lpl Financial Llc | Colorado Springs | CO | 06/2022 | Present |
1)06/08/2022 - CHECKMATESUSA LLC - Owner - Non-Inv Rel - Colorado Springs, CO - Start: 09/2006 2) 08/15/2022- Orca Financial Group- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Owner -Start Date- 07/01/2022- 20 Hours Per Month/ 20 Hours During Securities Trading 3) 11/28/2022 - Asbury Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/17/2022 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
Reach out to this advisor