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 | 2026-01-15 |
| OH | RA | APPROVED | 2024-04-14 |
Branch Locations
6012 Renaissance Place Ste C, Toledo, OH 43623 • United States
2025 Riverside Dr Ste 204, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Toledo | OH | 02/2024 | Present |
| Fifth Third Bank | Chicago | IL | 10/2022 | 02/2024 |
| Fifth Third Bank | Chicago | IL | 06/2021 | 10/2022 |
| The Ohio State University - Fisher College Of Business | Columbus | OH | 08/2017 | 06/2021 |
| Sylvania Southview High School | Sylvania | OH | 08/2013 | 08/2017 |
1. 05/30/2024 - Sweeney Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/1/2024 - 160 Hrs/Mo During Trading. 2. 11/15/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/13/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-13 |
Reach out to this advisor