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_RES | 2007-04-10 |
| TN | RA | APPROVED | 2004-03-26 |
Branch Locations
5855 & 5851 Ridge Bend Rd, Memphis, TN 38120 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco Private Ledger) | Memphis | TN | 08/2000 | Present |
1. 2/21/2008 - DBA ONLY - BENCHMARK WEALTH MANAGEMENT - GERMANTOWN, TN 2. 01/09/2023 - Shepard Holdings - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 11/30/2022 - 10 Hours Per Month/4 Hours During Securities Trading. 3. 1/26/2023 - Developing Dreams - Not Investment Related - At Reported Business Location(s) - Business Owner - Certified Dream Manager - Start Date - 12/22/2022 - 10 Hours Per Month/4 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-27 |
Reach out to this advisor