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 | 2022-05-02 |
| PA | RA | APPROVED | 2018-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Lansdale | PA | 12/2010 | 10/2018 |
| Nationwide Securities, Llc | Dublin | OH | 01/2011 | 10/2018 |
| Lpl Financial Llc | Lansdale | PA | 10/2018 | Present |
1)11/1/18- Stand Financial Services INC- DBA for LPL Business (entity for LPL business)- Inv. Related- Lansdale, PA- 100% 2)11/1/18- Highland Capital- Non-Variable Insurance- agent for fixed insurance products and P&C - Inv. Related- Prussia, PA- 90hrs/mth - 20%. 3) 4/3/2019 - CRUMP - Investment Related - 917 N Broad St Lansdale Pa - Non-Variable Insurance - Started 11/01/2018 - 10 Hours Per Month During Securities Trading - WRITING AND SERVICING FIXED INSURANCE PRODUCTS. 4) 5/22/2019 - STAND Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2010 - 200 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-18 |
Reach out to this advisor