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 |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Neenah | WI | 05/2023 | Present |
| Tamarack Waldorf School | Milwaukee | WI | 09/2007 | Present |
1) 2023-05-12 - Ampersand Theatre Company LLC - Business Owner - N - at reported business location(s) - 2023-05-10 - 10hrs/mth - 0hrs/mth during trading 2) 2023-05-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Neelam Davison Investments, LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-05-10 - hrs/mth - hrs/mth during trading 3) 2023-09-11 - Tamarack Waldorf School - Other - Teaching - N - at reported business location(s) - 2023-09-05 - 10hrs/mth - 0hrs/mth during trading 4) 2023-09-11 - Ulness health - Non-Variable Insurance - Y - at reported business location(s) - 2023-08-28 - 60hrs/mth - 2hrs/mth during trading 5) 2026-05-14 - ngl - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-08 - 1hrs/mth - 1hrs/mth during trading 6) 2026-05-14 - Midland National Life - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-08 - 2hrs/mth - 2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
Reach out to this advisor