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 |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| ME | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WV | RA | APPROVED | 2021-07-21 |
Branch Locations
1060 Kings Hwy N Ste 206, Cherry Hill, NJ 08034 • United States
7190 Se Federal Hwy Suite 4, Stuart, FL 34997 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Voorhees | NJ | 12/2008 | 12/2016 |
| Ameriprise Financial Services, Inc. | Cherry Hill | NJ | 12/2016 | 07/2020 |
| Waddell & Reed, Inc. | Cherry Hill | NJ | 07/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Marlton | NJ | 07/2020 | 07/2021 |
| Srs Cinema | Marlton | NJ | 10/2020 | 07/2021 |
| Lpl Financial Llc | Cherry Hill | NJ | 07/2021 | Present |
07/2020-PRESENT; VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; MARLTON, NJ; NOT INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-08 |
Reach out to this advisor