Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
1133 6Th Ave, 35Th Floor, New York, NY 10036 • United States
St James, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 11/2025 | Present |
| Citigroup | New York | NY | 04/2011 | 09/2025 |
1) 11/25/2025- William Michael Wealth Management LLC - Business Entity For Tax/Investment Purposes Only- Inv. Related - Saint James NY - start date 10/06/25- 0hrs/0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
Reach out to this advisor