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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-27 |
Branch Locations
2800 South Reed Road, Kokomo, IN 46904 • United States
Tipton, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Joliet | IL | 09/2015 | 09/2016 |
| Bmo Harris Bank | Carmel | IN | 09/2016 | 09/2021 |
| Bmo Harris Bank | Fishers | IN | 09/2021 | 03/2024 |
| Lpl Financial | Kokomo | IN | 08/2023 | Present |
| Bmo Bank Na | Kokomo | IN | 08/2023 | Present |
1) 8/21/2023- BMO Investment Services - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 8/21/2023- Kristin Ellison - Public Notary- Tipton, IN- start date 11/22/2016- 0 hours 3) 8/21/2023 - BMO Bank NA - Financial Institution Duty / Premier Relationship Manager- Inv. Related - At reported business location(s)- start date 8/2023- 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-21 |
Reach out to this advisor