Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-21 |
| CO | RA | APPROVED | 2025-02-14 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Front Range Financial | Centennial | CO | 12/2023 | 09/2024 |
| Syncis | Centennial | CO | 07/2022 | 10/2024 |
| Unemployed | Aurora | CO | 11/2018 | 07/2022 |
| Sushi Sasha Corp | Denver | CO | 06/2017 | 10/2018 |
| Bcmc Holdings Inc | Longmont | CO | 01/2013 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 10/2024 | 01/2025 |
| H&R Block | Parker | CO | 09/2024 | 09/2024 |
| Lpl Enterprise | Englewood | CO | 02/2025 | Present |
1) 03/25/2025-Sogum LLC-Tax Prep/Accounting/CPA-Tax Prep-Inv Related-At Aurora,CO-Start date 04/01/2025-20hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
Reach out to this advisor