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 |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Billings | MT | 10/2023 | 05/2025 |
| U.S. Bank | Billings | MT | 08/2021 | 05/2025 |
| Evergreen Lawn Care Inc. | Bozeman | MT | 03/2020 | 09/2021 |
| Montana State University | Bozeman | MT | 09/2019 | 05/2020 |
| Jackson Contractor Group | Bozeman | MT | 03/2019 | 09/2019 |
| Montana State University | Bozeman | MT | 09/2018 | 05/2019 |
| U.S. Army Corps Of Engineers | Bozeman | MT | 04/2016 | 09/2018 |
| Lpl Financial Llc | Billings | MT | 05/2025 | Present |
| First Interstate Bank | Billings | MT | 05/2025 | Present |
1)05/14/2025 - First Interstate Investment Services - Inv Rel - At Reported Business Location(s) - Start: 05/2025 - 8 Hr/MTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-23 |
Reach out to this advisor