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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED | 2021-05-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Syosset | NY | 12/2005 | 03/2021 |
| Unemployed | Westbury | NY | 04/2021 | 05/2021 |
| Lpl Financial, Llc | New York | NY | 05/2021 | Present |
1. 5/26/2021 - Advisors Insurance Brokers (AIB); subsidiary of NY Long Term Care Brokers LLC - Investment Related - 11 Executive Dr. Clifton Park, NY 12065 - Non-Variable Insurance - Agent - Started 2010 - Time Spent 20% - Selling long term care, fixed life, annuities, disability insurance. 2. 5/26/2021 - GATEWAY FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 5/26/2021 - LONG ISLAND VOICE COMPANY - Not Investment Related - Home Based - Other- Business Owner - Started 2015 - Time Spent 1% - Acting and Voiceovers. 4. 5/26/2021 - No Business Name - Investment Related - New York, NY 10039 - Real Estate Rental - Owner - Started 2016 - Time Spent 1% - Co-op rental is not operated as a formal business entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-03 |
Reach out to this advisor