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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2019-10-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pittsford | NY | 09/2012 | 10/2019 |
| Lpl Financial Llc | Fort Mill | SC | 10/2019 | Present |
1)10/24/19- Canal View Financial Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- Pittsford, NY -100% 2)10/24/19- Tellmorr International Translation Services- Interpreter Services - Non-Inv. Related- Rochester, NY- start date 12/1/2014- 2hrs/mth - 1% 3)11/08/2021 - Specific Solutions, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/08/2021 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-01 |
Reach out to this advisor