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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village | CO | 07/2016 | 03/2019 |
| American Equity Life/Eagle Life | West Des Moines | IA | 12/2020 | 04/2023 |
| Ics Corporation | Broomall | PA | 10/2019 | 03/2020 |
| Unemployed | Broomall | PA | 04/2019 | 09/2019 |
| Self-Employed/Consulting | Broomall | PA | 05/2023 | 12/2023 |
| Cancer Diagnosis | Broomall | PA | 04/2019 | 09/2019 |
| Ics - Business Development - Job Suspended | West Deptford | NJ | 04/2020 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 11/2024 |
| Wsfs Wealth Investments | Wilmington | DE | 01/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 08/2025 |
| Wsfs Wealth Investments | Wilmington | DE | 11/2024 | 08/2025 |
| Bryn Mawr Trust Advisors, Llc | Berwyn | PA | 08/2025 | 08/2026 |
| Lpl Financial, Llc | Springfield | PA | 08/2026 | Present |
| Trumark Credit Union | Springfield | PA | 08/2026 | Present |
1. 08/2026 - Tridole LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Broomall, PA, 19008 – OBA Start Date: 01/25/2021 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
Reach out to this advisor