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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| MT | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Missoula | MT | 03/2025 | Present |
| Coghlan Financial | Missoula | MT | 03/2025 | 08/2025 |
| Unemployed | Missoula | MT | 11/2024 | 03/2025 |
| Faa | Salt Lake City | UT | 08/2024 | 11/2024 |
| Faa | Oklahoma City | OK | 05/2024 | 08/2024 |
| Unemployed | Missoula | MT | 03/2024 | 05/2024 |
| Coghlan Financial | Missoula | MT | 11/2023 | 03/2024 |
| Unemployed | Missoula | MT | 06/2023 | 11/2023 |
| College Student | Lubbock | TX | 08/2022 | 06/2023 |
| Glidewell Investments And Insurance Group | Missoula | MT | 06/2022 | 08/2022 |
| College Student | Missoula | MT | 08/2021 | 06/2022 |
| Reimer And Sons Painting | Missoula | MT | 06/2021 | 08/2021 |
| College Student | Missoula | MT | 08/2020 | 06/2021 |
| Reimer And Sons Painting | Missoula | MT | 06/2020 | 08/2020 |
| College Student | Lubbock | TX | 08/2019 | 06/2020 |
| Reimer And Sons Painting | Missoula | MT | 06/2019 | 08/2019 |
| Highschool Student | Missoula | MT | 08/2018 | 06/2019 |
| Reimer And Sons Painting | Missoula | MT | 06/2018 | 08/2018 |
| Highschool Student | Missoula | MT | 08/2017 | 06/2018 |
| Reimer And Sons Painting | Missoula | MT | 06/2017 | 08/2017 |
| Highschool Student | Missoula | MT | 08/2016 | 06/2017 |
1. 07/2025 - Coghlan Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date : 08/18/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
Reach out to this advisor