Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | East Brunswick | NJ | 12/2021 | Present |
| Pruco Securities, Llc. | East Brunswick | NJ | 12/2021 | 11/2024 |
| Liberty Mutual | Freehold | NJ | 03/2005 | 11/2021 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 11/2024 | Present |
1) 11/27/2024 - Be Well Financial - Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Related - At East Brunswick, NJ - Start Date 12/06/2021 - 80hrs/mth - 10hrs/mth During Trading 2) 11/13/2024 - Be Well Financial LLC - Health Insurance - Non-Variable Insurance - Inv Related - At East Brunswick, NJ - Start Date 12/01/2021 - 5hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
Reach out to this advisor