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 |
| PA | RA | APPROVED | 2018-10-19 |
Branch Locations
One Wall Street, Oneonta, NY 13820 • United States
194 Main Street, Richfield Springs, NY 13439 • United States
62 Pioneer St, Cooperstown, NY 13326 • United States
13 Division Street, Sidney, NY 13838 • United States
16 Main Street, Cherry Valley, NY 13320 • United States
5582 State Highway Rte 7, Oneonta, NY 13820 • United States
105 Main Street Suite 1, Sharon Springs, NY 13459 • United States
182 Main Street, Oneonta, NY 13820 • United States
2 Commons Drive, Cooperstown, NY 13326 • United States
9 North Main Street, Bainbridge, NY 13733 • 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 |
|---|---|---|---|---|
| Lpl | Oneonta | NY | 07/2015 | Present |
| Nbt Bank | Oneonta | NY | 07/2015 | Present |
1. 07/31/2015-FREELANCE MUSICIAN/OTHER - MUSICIAN/ NOT INVESTMENT RELATED / HOME BASED - Start Date: 05/01/1996 - 24 Hrs/Mth - 0 Hrs During Trading. 2. 07/31/2015-PRIVATE DRUM TEACHER/OTHER - DRUM TEACHER/ NOT INVESTMENT RELATED / HOME BASED - Start Date: 11/01/2009 - 0 Hrs/Mth - 0 Hrs During Trading. 3. 09/21/2015 - NBT Insurance Agency - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/03/2015 - 5 HRS/MO DURING SECS TRDG HRS. 4. 05/02/2019 - NBT INVESTMENT SERVICES - Inv related - At reported bus location(s) - DBA for LPL Business (entity for LPL business) - start date:5/2/2019. 5) 10/22/2025 - Real Estate Rental - Investment Related - Home Based - Start Date:09/16/2025 - 4 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-25 |
Reach out to this advisor