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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wyckoff | NJ | 05/2013 | Present |
| Private Portfolio Partners, Llc | Wyckoff | NJ | 03/2016 | 03/2025 |
1. 05/13/2013: ABT ASSOCIATES - TAX PREP / ACCOUNTING / BOOKKEEPING - 40% OF TIME SPENT - PARTNER 2. 05/13/2013: ABT FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 60% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-08 |
Reach out to this advisor