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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Forest College | Lake Forest | IL | 01/2020 | 01/2022 |
| Lake Forest College | Lake Forest | IL | 01/2022 | 05/2023 |
| Elliott Group | Jeannette | PA | 05/2023 | 08/2023 |
| Lake Forest College | Lake Forest | IL | 08/2023 | 01/2024 |
| Rbc Capital Market | Lake Forest | IL | 01/2024 | 05/2024 |
| Lake Forest College | Lake Forest | IL | 05/2024 | 08/2024 |
| Compass Financial Partners | Lake Forest | IL | 08/2024 | 05/2025 |
| Secondhalf Coach Wealth Management | Latrobe | PA | 06/2025 | Present |
| Lpl Financial | Latrobe | PA | 06/2025 | Present |
| Unemployed | Jeannette | PA | 01/2015 | 01/2020 |
1) 11/2025 - SecondHalf Coach Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
Reach out to this advisor