Best Investors
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-29 |
| OR | RA | APPROVED | 2021-08-02 |
| CA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
700 Ne Multnomah St Ste 810, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Portland | OR | 05/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Happy Valley | OR | 09/2012 | 07/2021 |
| Integrity Management Group Llc | Happy Valley | OR | 04/2015 | 07/2021 |
| Bni Rose Quarter Chapter | Portland | OR | 10/2019 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
1)08/31/2021 - Integrity Management Group, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Happy Valley, OR - Start: 04/2018 2)08/31/2021 - BNI Rose Quarter Chapter - Serve on a committee with other BNI members meeting with, interviewing, discussing suitability into our local chapter - Non-Inv Rel - Portland, OR - Start: 11/2019 - 8 Hr/Mth 3)08/31/2021 - Integrity Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
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