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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kalamazoo | MI | 08/2023 | Present |
| Mind Meets Music | Grand Rapids | MI | 09/2013 | 01/2019 |
| Farmers Insurance | Caledonia | MI | 01/2019 | 09/2021 |
| The Empowerment Institute | Grand Rapids | MI | 09/2021 | 01/2023 |
| Child And Family Psychological Services | Kalamazoo | MI | 03/2023 | 08/2023 |
| Unemployed | Kalamazoo | MI | 01/2023 | 03/2023 |
1) 09/2023 - PLAN 4 FINANCIAL DESIGN, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month 2) 09/2023 - WEALTH PRESERVATION CENTER, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-27 |
Reach out to this advisor