Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-12 |
| NY | RA | APPROVED | 2025-12-12 |
Branch Locations
250 Westport Ave, Norwalk, CT 06851 • United States
371 Tarrytown Rd, White Plains, NY 10607 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
55 Whitney Ave, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 06/2016 | 10/2019 |
| Santander Securities, Llc | Dorchester | MA | 06/2016 | 10/2019 |
| Citizen Securities, Inc. | Woodbridge | CT | 10/2019 | 02/2022 |
| Citizens Securities Inc. | Woodbridge | CT | 02/2022 | 04/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 12/2025 |
| Lpl Financial | New Haven | CT | 12/2025 | Present |
| Affinity Federal Credit Union | New Haven | CT | 12/2025 | Present |
1)12/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Affinity Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-31 |
Reach out to this advisor