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_RES | 2026-06-01 |
| NJ | RA | APPROVED | 2026-04-23 |
| NY | RA | APPROVED | 2023-02-01 |
Branch Locations
30 Matthews St, Ste 302, Goshen, NY 10924 • United States
30 Matthews St Ste 302, Goshen, NY 10924 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Ramsey | NJ | 11/2004 | 10/2016 |
| Prudential Investment Management Services Llc | Ramsey | NJ | 11/2004 | 10/2016 |
| Quest Advisory | Goshen | NY | 01/2023 | Present |
| Quest Financial Services | Goshen | NY | 11/2016 | 12/2022 |
| National Planning Corporation | Goshen | NY | 11/2016 | 10/2017 |
| Securities America Inc. | Goshen | NY | 10/2017 | 02/2023 |
| Securities America Advisors | Goshen | NY | 10/2017 | 02/2023 |
| Lpl Financial Llc | Goshen | NY | 02/2023 | Present |
1) 1/2023- Quest Advisory- DBA for LPL Business (entity for LPL business)- inv. related- Goshen, NY 2) 1/2023 - Yankee Advisor Network- Non-Variable Insurance- agent selling Life Insurance, Fixed Annuity- Newtown, CT - start date 5/5/2017- 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-02 |
Reach out to this advisor