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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-28 |
Branch Locations
27865 Clemens Road, Ste 2, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowling Green State University | Bowling Green | OH | 08/2017 | 12/2017 |
| Schindler Elevators | Holland | OH | 06/2017 | 08/2017 |
| Bowling Green State University | Bowling Green | OH | 08/2016 | 06/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 02/2018 | 11/2023 |
| Lpl Financial Llc | Westlake | OH | 11/2023 | Present |
1) 11/22/2023 - Maxim Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month. 2) 11/22/2023 - Grant Visocky - Non-Variable Insurance - Selling: Life Insurance and Fixed Annuity - One Resource Group - Investment related - 20 Hours per month - Start date: 02/01/2021. 3) 11/22/2023 - Simpliterm LTD - Insurance Agency - Insurance Agency selling online term insurance - OH 44145 - Investment related - 20 Hours per month - Start date: 03/07/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
Reach out to this advisor