Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-09-08 |
Branch Locations
105 W. Main St., Boalsburg, PA 16827 • United States
State College, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boalsburg | PA | 09/2009 | Present |
(1) 12/10/2009: Aiello & Associates, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% Time Spent - President (2) 12/10/2009: Culbertson Financial Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 35% Time Spent - Agent. Business development in area of individual Health, Life and disability insurance. Also Group Health, Dental, Vision, Life and Disability insurance. (3) 6/14/2021 - Culbertson Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/11/2009 - 10 Hours Per Month/1 Hour During Securities Trading. (4) 04/05/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/04/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading. 5) 04/19/2022 - Crump and Alpha Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date - 04/04/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-06 |
Reach out to this advisor