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 |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life | Columbus | OH | 04/2001 | 08/2021 |
| Lincoln Financial Advisors | Columbus | OH | 04/2001 | 08/2021 |
| Lpl Financial, Llc | Columbus | OH | 08/2021 | Present |
1) 3/2015 - DBA for LPL Business (entity for LPL business) - BLUESTONE WEALTH PARTNERS, LLC - Investment Related - 90% - Columbus, OH 43235 2) 8/2019 - Real Estate Rental - Richard O'Brien - Investment Related - 1% - 140 CUYUGA DR POWELL, OH 43065 3) 3/2015 - Non-Variable Insurance - Bluestone Wealth Partners - Investment Related - 5% - Columbus, OH 43235
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
Reach out to this advisor