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 | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University (Oh) | Oxford | OH | 09/2016 | 12/2016 |
| Medi Rx Pharmacy | Poland | OH | 01/2017 | 02/2017 |
| Miami University (Oh) | Oxford | OH | 02/2017 | 05/2017 |
| Jp Morgan Chase | Chicago | IL | 06/2017 | 08/2017 |
| Miami University (Oh) | Oxford | OH | 09/2017 | 05/2018 |
| West Monroe Partners | Chicago | IL | 06/2018 | 08/2018 |
| Miami University | Oxford | OH | 09/2018 | 12/2018 |
| Miami University (Oh) | Oxford | OH | 01/2019 | 05/2019 |
| Unemployed | Poland | OH | 06/2019 | 07/2019 |
| West Monroe Partners | Chicago | IL | 08/2019 | 06/2021 |
| Dick's Sporting Goods | Pittsburgh | PA | 06/2021 | 04/2023 |
| Bury Financial Group | Boardman | OH | 05/2023 | 12/2023 |
| Sagepoint Financial, Inc. | Youngstown | OH | 07/2023 | 09/2023 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
| Sagepoint Financial, Inc. | Youngstown | OH | 05/2023 | 07/2023 |
1) 08/27/2024- Bury Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/Start Date:05/01/2023 - 144 Hrs/Mth - 8 Hrs During Trading. 2) 08/21/2025 - NJ Romeo LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/18/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
Reach out to this advisor