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 | 2006-01-11 |
Branch Locations
520 White Plains Road, Ste 500, Tarrytown, NY 10591 • United States
East Brunswick, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Tarrytown | NY | 12/2002 | Present |
| The Capital Preserve, Inc. | Tarrytown | NY | 01/2005 | Present |
1. 12/04/2002 - DBA ONLY / THE CAPITAL PRESERVE, INC. 2. 01/14/2005 - RIA - CAPITAL PRESERVE, INC. 3. 12/08/2006 - NON-VARIABLE INSURANCE / SALE OF NONVARIABLE INSURANCE. / 2% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
Reach out to this advisor