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 |
|---|---|---|---|
| NE | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 09/2023 | Present |
| Omnitrax, Inc. | Denver | CO | 07/2021 | 06/2023 |
| Sedgwick | Omaha | NE | 04/2014 | 06/2021 |
1.09/28/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name WRI Investments; Investment Related; at Reported Business Location(s); Start Date 07/01/2023; 160hrs/mth; 40hrs during trading 2.08/10/2026; Cohen Investments LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/24/2026; 160hrs/mth; 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
Reach out to this advisor