Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-10 |
| TX | RA | APPROVED_RES | 2024-05-10 |
Branch Locations
46 Hilltown Pike, Line Lexington, PA 18932 • United States
123 North Main Street, Suite 209, Dublin, PA 18917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Perkasie | PA | 11/2014 | 10/2017 |
| Securities America, Inc. | Dublin | PA | 10/2017 | 05/2024 |
| Securities America Advisors | Dublin | PA | 10/2017 | 05/2024 |
| Lpl Financial Llc | Dublin | PA | 05/2024 | Present |
1)04/29/2024 - PROACTIVE FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024 2)04/23/2024 - ANDERSON WEALTH PLANNING INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-15 |
Reach out to this advisor