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 | 2023-04-26 |
| NC | RA | APPROVED | 2004-05-27 |
Branch Locations
628 Green Valley Rd, Ste 303, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Greensboro | NC | 05/2004 | Present |
1. 06/08/2004 - DI Broker East - Investment Related - At Reported Business Location(s) - Non-Variable Insurance 2. 7/24/2018 - Trinity Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2018 - 160 Hours Per Month/120 Hours During Securities Trading. 3. 2/13/2020 - DJP, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/01/2018 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 06/23/2023 - Simplicity Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 09/18/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-06 |
Reach out to this advisor