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 |
|---|---|---|---|
| IA | RA | APPROVED | 2024-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Moline | IL | 08/2010 | 04/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2010 | 04/2018 |
| Pruco Securities, Llc. | Moline | IL | 04/2018 | 02/2023 |
| Prudential Insurance Company Of America | Moline | IL | 04/2018 | 02/2023 |
| J.P. Morgan Securities Llc | Moline | IL | 02/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Moline | IL | 02/2023 | 09/2024 |
| Financial Resource Group- Greenstate Credit Union | Bettendorf | IA | 09/2024 | Present |
| Lpl Financial Llc | Bettendorf | IA | 09/2024 | Present |
1- 09/2024 / Farm / Non Investment Related / 1 hrs mnth / start 12/02/2002 2- 10/11/2024 - GreenState Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-18 |
Reach out to this advisor