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 |
Branch Locations
275 W 39Th St, 4Th Floor, New York, NY 10018 • United States
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 |
|---|---|---|---|---|
| Petersen Investments Inc | New York | NY | 12/2006 | 05/2018 |
| Lpl Financial Llc | New York | NY | 05/2018 | Present |
1)5/1/18- Quint Miller & Company- DBA for LPL Business (entity for LPL business)- Inv. Related- New York, NY- 100% 2)5/18/18- Worth Our Wisdom - Tax Prep/Accounting - President - Inv. Realted- Long Beach, NY- start date 1/6/2016- 25% 3)5/1/18- Alan Green, CPA - Tax and Accounting Services - Owner - Inv. Related- North Plainfield, NJ - start date 2/1/1990- 25% 4) 8/26/2020 - MSR Partners - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/06/2012 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
Reach out to this advisor